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Bank of Jackson Hole Trust’s Lakeland Financial Corp LKFN Stock Holding History

Bank of Jackson Hole Trust’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 		$15.8K Hold
275
– – 0.01% 365
2025
Q4 		$15.7K Hold
275
– – 0.01% 360
2025
Q3 		$17.7K Hold
275
– – 0.01% 340
2025
Q2 		$16.9K Hold
275
– – 0.01% 335
2025
Q1 		$18.3K Hold
275
– – 0.01% 322
2024
Q4 		$18.9K Buy
+275
New +$19.1K 0.01% 317

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 Jackson Hole Trust's LKFN Position: Q1 2026 in Review

Bank of Jackson Hole Trust held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 275 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #365.

Bank of Jackson Hole Trust first reported a position in LKFN in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.9K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Bank of Jackson Hole Trust held 275 shares of Lakeland Financial Corp worth $15.8K as of Q1 2026.
  • Bank of Jackson Hole Trust left its Lakeland Financial Corp share count unchanged in Q1 2026.
  • Lakeland Financial Corp made up 0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #365 holding.
  • Bank of Jackson Hole Trust first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's Lakeland Financial Corp position peaked at $18.9K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.