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Bare Financial Services’s Lakeland Financial Corp LKFN Stock Holding History

Bare Financial Services’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
Q2 		$2.9K Buy
47
+17
+57% +$1.02K ﹤0.01% 1043
2026
Q1 		$1.72K Buy
30
+4
+15% +$235 ﹤0.01% 1034
2025
Q4 		$1.48K Buy
+26
New +$1.54K ﹤0.01% 977

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Bare Financial Services's LKFN Position: Q2 2026 in Review

Bare Financial Services increased its Lakeland Financial Corp (LKFN) stake by 57% in Q2 2026, buying an estimated $1.02K and bringing the position to 47 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Bare Financial Services first reported a position in LKFN in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Bare Financial Services held 47 shares of Lakeland Financial Corp worth $2.9K as of Q2 2026.
  • Bare Financial Services bought 17 Lakeland Financial Corp shares in Q2 2026, an estimated $1.02K.
  • Lakeland Financial Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1043 holding.
  • Bare Financial Services first reported a position in Lakeland Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.