Bank of Montreal’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $213K | Buy |
+3,458
| New | +$208K | ﹤0.01% | 2967 |
|
|
2025
Q4 | – | Sell |
-3,134
| Closed | -$201K | – | 3731 |
|
|
2025
Q3 | $201K | Sell |
3,134
-2,345
| -43% | -$152K | ﹤0.01% | 2784 |
|
|
2025
Q2 | $337K | Sell |
5,479
-32
| -0.6% | -$1.86K | ﹤0.01% | 2528 |
|
|
2025
Q1 | $328K | Buy |
5,511
+557
| +11% | +$36.5K | ﹤0.01% | 2459 |
|
|
2024
Q4 | $341K | Buy |
4,954
+306
| +7% | +$21.2K | ﹤0.01% | 2471 |
|
|
2024
Q3 | $298K | Buy |
4,648
+155
| +3% | +$10.1K | ﹤0.01% | 2777 |
|
|
2024
Q2 | $277K | Sell |
4,493
-255
| -5% | -$15.5K | ﹤0.01% | 2788 |
|
|
2024
Q1 | $316K | Sell |
4,748
-1,141
| -19% | -$73.7K | ﹤0.01% | 2748 |
|
|
2023
Q4 | $394K | Buy |
5,889
+173
| +3% | +$9.54K | ﹤0.01% | 2680 |
|
|
2023
Q3 | $297K | Hold |
5,716
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q2 | $314K | Buy |
5,716
+786
| +16% | +$41.1K | ﹤0.01% | 2907 |
|
|
2023
Q1 | $311K | Buy |
4,930
+987
| +25% | +$68.8K | ﹤0.01% | 2760 |
|
|
2022
Q4 | $291K | Sell |
3,943
-194
| -5% | -$14.9K | ﹤0.01% | 2923 |
|
|
2022
Q3 | $331K | Buy |
4,137
+277
| +7% | +$20.6K | ﹤0.01% | 2872 |
|
|
2022
Q2 | $260K | Sell |
3,860
-4,633
| -55% | -$330K | ﹤0.01% | 3099 |
|
|
2022
Q1 | $644K | Sell |
8,493
-860
| -9% | -$68.7K | ﹤0.01% | 2655 |
|
|
2021
Q4 | $749K | Sell |
9,353
-1,583
| -14% | -$118K | ﹤0.01% | 2120 |
|
|
2021
Q3 | $780K | Buy |
10,936
+7,347
| +205% | +$478K | ﹤0.01% | 2637 |
|
|
2021
Q2 | $227K | Sell |
3,589
-3,091
| -46% | -$198K | ﹤0.01% | 3168 |
|
|
2021
Q1 | $457K | Sell |
6,680
-2,007
| -23% | -$132K | ﹤0.01% | 2694 |
|
|
2020
Q4 | $513K | Buy |
8,687
+2,573
| +42% | +$131K | ﹤0.01% | 2691 |
|
|
2020
Q3 | $278K | Buy |
6,114
+2,765
| +83% | +$125K | ﹤0.01% | 2584 |
|
|
2020
Q2 | $142K | Buy |
+3,349
| New | +$137K | ﹤0.01% | 2907 |
|
|
2020
Q1 | – | Sell |
-4,681
| Closed | -$229K | – | 4417 |
|
|
2019
Q4 | $229K | Buy |
4,681
+1,094
| +30% | +$50.9K | ﹤0.01% | 3090 |
|
|
2019
Q3 | $158K | Buy |
3,587
+100
| +3% | +$4.42K | ﹤0.01% | 3054 |
|
|
2019
Q2 | $164K | Buy |
3,487
+2,062
| +145% | +$96.1K | ﹤0.01% | 3039 |
|
|
2019
Q1 | $64K | Buy |
1,425
+1,083
| +317% | +$49.4K | ﹤0.01% | 3253 |
|
|
2018
Q4 | $14K | Buy |
342
+174
| +104% | +$7.57K | ﹤0.01% | 3770 |
|
|
2018
Q3 | $8K | Sell |
168
-5
| -3% | -$244 | ﹤0.01% | 3989 |
|
|
2018
Q2 | $8K | Buy |
+173
| New | +$8.41K | ﹤0.01% | 4016 |
|
|
2017
Q3 | – | Sell |
-660
| Closed | -$30K | – | 4252 |
|
|
2017
Q2 | $30K | Buy |
+660
| New | +$29.4K | ﹤0.01% | 3388 |
|
|
2016
Q1 | – | Sell |
-5,279
| Closed | -$164K | – | 4309 |
|
|
2015
Q4 | $164K | Buy |
+5,279
| New | +$164K | ﹤0.01% | 2527 |
|
|
2014
Q3 | – | Sell |
-615
| Closed | -$16K | – | 4229 |
|
|
2014
Q2 | $16K | Buy |
+615
| New | +$15.3K | ﹤0.01% | 3682 |
|
|
2014
Q1 | – | Sell |
-6,789
| Closed | -$177K | – | 4080 |
|
|
2013
Q4 | $177K | Sell |
6,789
-39
| -0.6% | -$935 | ﹤0.01% | 2288 |
|
|
2013
Q3 | $149K | Sell |
6,828
-47
| -0.7% | -$995 | ﹤0.01% | 2358 |
|
|
2013
Q2 | $127K | Buy |
+6,875
| New | +$125K | ﹤0.01% | 2347 |
|
Other funds holding LKFN
SAM
Bank of Montreal's LKFN Position: Q2 2026 in Review
Bank of Montreal opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 3,458 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #2967 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in LKFN as recently as Q3 2025.
Bank of Montreal first reported a position in LKFN in Q2 2013 and has held it in 36 quarters since. The position peaked at $780K in Q3 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.
- Bank of Montreal held 3,458 shares of Lakeland Financial Corp worth $213K as of Q2 2026.
- Lakeland Financial Corp was a new Bank of Montreal position in Q2 2026.
- Lakeland Financial Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2967 holding.
- Bank of Montreal first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 36 quarters since.
- Bank of Montreal's Lakeland Financial Corp position peaked at $780K in Q3 2021.
- 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.