Bank of America
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Bank of America’s Lakeland Financial Corp LKFN Stock Holding History

Bank of America’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4M Buy
321,410
+14,584
+5% +$855K ﹤0.01% 2460
2025
Q4 		$17.5M Sell
306,826
-14,205
-4% -$844K ﹤0.01% 2408
2025
Q3 		$20.6M Buy
321,031
+130,897
+69% +$8.5M ﹤0.01% 2589
2025
Q2 		$11.7M Buy
190,134
+52,558
+38% +$3.05M ﹤0.01% 3096
2025
Q1 		$8.18M Buy
137,576
+7,414
+6% +$486K ﹤0.01% 3342
2024
Q4 		$8.95M Sell
130,162
-1,792
-1% -$124K ﹤0.01% 3068
2024
Q3 		$8.59M Buy
131,954
+17,673
+15% +$1.15M ﹤0.01% 3221
2024
Q2 		$7.03M Buy
114,281
+8,315
+8% +$507K ﹤0.01% 3293
2024
Q1 		$7.03M Sell
105,966
-12,471
-11% -$806K ﹤0.01% 3317
2023
Q4 		$7.72M Buy
118,437
+13,230
+13% +$730K ﹤0.01% 3159
2023
Q3 		$4.99M Sell
105,207
-1,880
-2% -$97.2K ﹤0.01% 3409
2023
Q2 		$5.2M Buy
107,087
+49,913
+87% +$2.61M ﹤0.01% 3362
2023
Q1 		$3.58M Buy
57,174
+16,259
+40% +$1.13M ﹤0.01% 3830
2022
Q4 		$2.99M Buy
40,915
+6,812
+20% +$522K ﹤0.01% 3890
2022
Q3 		$2.48M Sell
34,103
-19,858
-37% -$1.48M ﹤0.01% 4075
2022
Q2 		$3.58M Sell
53,961
-10,777
-17% -$769K ﹤0.01% 3747
2022
Q1 		$4.72M Sell
64,738
-20,584
-24% -$1.64M ﹤0.01% 3697
2021
Q4 		$6.84M Buy
85,322
+16,686
+24% +$1.24M ﹤0.01% 3342
2021
Q3 		$4.89M Buy
68,636
+36,225
+112% +$2.36M ﹤0.01% 3588
2021
Q2 		$2M Sell
32,411
-28,968
-47% -$1.85M ﹤0.01% 4312
2021
Q1 		$4.25M Buy
61,379
+15,315
+33% +$1M ﹤0.01% 3567
2020
Q4 		$2.47M Buy
46,064
+3,453
+8% +$175K ﹤0.01% 3764
2020
Q3 		$1.75M Sell
42,611
-32,148
-43% -$1.45M ﹤0.01% 3781
2020
Q2 		$3.48M Buy
74,759
+5,362
+8% +$219K ﹤0.01% 3176
2020
Q1 		$2.55M Buy
69,397
+374
+0.5% +$16.3K ﹤0.01% 3297
2019
Q4 		$3.38M Sell
69,023
-3,803
-5% -$177K ﹤0.01% 3592
2019
Q3 		$3.2M Sell
72,826
-2,509
-3% -$111K ﹤0.01% 3619
2019
Q2 		$3.53M Buy
75,335
+4,881
+7% +$228K ﹤0.01% 3555
2019
Q1 		$3.19M Sell
70,454
-60,648
-46% -$2.76M ﹤0.01% 3593
2018
Q4 		$5.26M Buy
131,102
+30,394
+30% +$1.32M ﹤0.01% 2944
2018
Q3 		$4.68M Buy
100,708
+15,343
+18% +$750K ﹤0.01% 3235
2018
Q2 		$4.11M Buy
85,365
+9,020
+12% +$438K ﹤0.01% 3346
2018
Q1 		$3.53M Buy
76,345
+53,063
+228% +$2.54M ﹤0.01% 3404
2017
Q4 		$1.13M Buy
23,282
+4,916
+27% +$241K ﹤0.01% 4405
2017
Q3 		$895K Buy
18,366
+13,121
+250% +$593K ﹤0.01% 4584
2017
Q2 		$241K Buy
5,245
+206
+4% +$9.17K ﹤0.01% 5233
2017
Q1 		$217K Sell
5,039
-2,143
-30% -$95.8K ﹤0.01% 5278
2016
Q4 		$340K Sell
7,182
-7,636
-52% -$311K ﹤0.01% 5052
2016
Q3 		$525K Buy
14,818
+3,139
+27% +$108K ﹤0.01% 4590
2016
Q2 		$366K Sell
11,679
-48,776
-81% -$1.53M ﹤0.01% 4865
2016
Q1 		$1.84M Buy
60,455
+14,007
+30% +$405K ﹤0.01% 3638
2015
Q4 		$1.44M Sell
46,448
-1,644
-3% -$51.2K ﹤0.01% 4072
2015
Q3 		$1.45M Buy
48,092
+46,757
+3,502% +$1.32M ﹤0.01% 4052
2015
Q2 		$39K Buy
1,335
+681
+104% +$18.5K ﹤0.01% 6055
2015
Q1 		$17K Buy
654
+496
+314% +$13.3K ﹤0.01% 6113
2014
Q4 		$5K Sell
158
-553
-78% -$14.9K ﹤0.01% 7278
2014
Q3 		$18K Buy
711
+141
+25% +$3.58K ﹤0.01% 7102
2014
Q2 		$15K Buy
570
+406
+248% +$10.1K ﹤0.01% 7290
2014
Q1 		$4K Sell
164
-1,404
-90% -$35.7K ﹤0.01% 7408
2013
Q4 		$41K Buy
1,568
+933
+147% +$22.4K ﹤0.01% 6676
2013
Q3 		$14K Sell
635
-22,452
-97% -$475K ﹤0.01% 7044
2013
Q2 		$427K Buy
+23,087
New +$419K ﹤0.01% 4902

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America's LKFN Position: Q1 2026 in Review

Bank of America increased its Lakeland Financial Corp (LKFN) stake by 4.8% in Q1 2026, buying an estimated $855K and bringing the position to 321,410 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Bank of America first reported a position in LKFN in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.6M in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Bank of America held 321,410 shares of Lakeland Financial Corp worth $18.4M as of Q1 2026.
  • Bank of America bought 14,584 Lakeland Financial Corp shares in Q1 2026, an estimated $855K.
  • Lakeland Financial Corp made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2460 holding.
  • Bank of America first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Lakeland Financial Corp position peaked at $20.6M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.