Bedel Financial Consulting’s Lakeland Financial Corp LKFN Stock Holding History

Bedel Financial Consulting’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
2025 Q4	–	Sell	-5,800	Closed	-$372K	–	299
2025 Q3	$372K	Hold	5,800	–	–	0.05%	193
2025 Q2	$356K	Hold	5,800	–	–	0.05%	196
2025 Q1	$345K	Hold	5,800	–	–	0.05%	191
2024 Q4	$395K	Sell	5,800 -650	-10%	-$45.1K	0.05%	174
2024 Q3	$420K	Hold	6,450	–	–	0.06%	162
2024 Q2	$397K	Hold	6,450	–	–	0.06%	156
2024 Q1	$428K	Hold	6,450	–	–	0.07%	150
2023 Q4	$420K	Hold	6,450	–	–	0.08%	148
2023 Q3	$306K	Hold	6,450	–	–	0.06%	172
2023 Q2	$313K	Hold	6,450	–	–	0.07%	173
2023 Q1	$404K	Hold	6,450	–	–	0.1%	132
2022 Q4	$471K	Hold	6,450	–	–	0.12%	116
2022 Q3	$524K	Hold	6,450	–	–	0.14%	100
2022 Q2	$428K	Hold	6,450	–	–	0.13%	115
2022 Q1	$471K	Hold	6,450	–	–	0.15%	104
2021 Q4	$517K	Hold	6,450	–	–	0.16%	92
2021 Q3	$459K	Hold	6,450	–	–	0.16%	95
2021 Q2	$398K	Hold	6,450	–	–	0.14%	109
2021 Q1	$446K	Hold	6,450	–	–	0.17%	96
2020 Q4	$346K	Hold	6,450	–	–	0.15%	100
2020 Q3	$266K	Hold	6,450	–	–	0.13%	111
2020 Q2	$301K	Hold	6,450	–	–	0.16%	90
2020 Q1	$237K	Hold	6,450	–	–	0.16%	99
2019 Q4	$316K	Hold	6,450	–	–	0.18%	100
2019 Q3	$284K	Hold	6,450	–	–	0.17%	107
2019 Q2	$302K	Hold	6,450	–	–	0.18%	102
2019 Q1	$292K	Hold	6,450	–	–	0.19%	99
2018 Q4	$259K	Hold	6,450	–	–	0.19%	98
2018 Q3	$290K	Hold	6,450	–	–	0.19%	102
2018 Q2	$311K	Hold	6,450	–	–	0.23%	95
2018 Q1	$298K	Hold	6,450	–	–	0.23%	94
2017 Q4	$313K	Buy	+6,450	New	+$316K	0.28%	83

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Bedel Financial Consulting's LKFN Position: Q4 2025 in Review

Bedel Financial Consulting sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 5,800 shares — an estimated $372K sold.

Bedel Financial Consulting first reported a position in LKFN in Q4 2017 and held it in 32 quarters. The position peaked at $524K in Q3 2022. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

Bedel Financial Consulting reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
Bedel Financial Consulting sold 5,800 Lakeland Financial Corp shares in Q4 2025, an estimated $372K.
Bedel Financial Consulting first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 32 quarters.
Bedel Financial Consulting's Lakeland Financial Corp position peaked at $524K in Q3 2022.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Bedel Financial Consulting's 13F filing for Q4 2025, filed 28 Jan 2026.