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Bay Harbor Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Bay Harbor Wealth Management’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 		– Sell
-1
Closed -$57 – 1326
2025
Q4 		$57 Hold
1
– – ﹤0.01% 1255
2025
Q3 		$64 Hold
1
– – ﹤0.01% 1220
2025
Q2 		$61 Buy
+1
New +$58 ﹤0.01% 1176

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bay Harbor Wealth Management's LKFN Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q1 2026, closing a stake of 1 share — an estimated $57 sold.

Bay Harbor Wealth Management first reported a position in LKFN in Q2 2025 and held it in 3 quarters. The position peaked at $64 in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Lakeland Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Lakeland Financial Corp share in Q1 2026, an estimated $57.
  • Bay Harbor Wealth Management first reported a position in Lakeland Financial Corp in Q2 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Lakeland Financial Corp position peaked at $64 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.