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Bell Investment Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Bell Investment Advisors’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
-7
Closed -$450 – 1881
2025
Q3 		$450 Hold
7
– – ﹤0.01% 1799
2025
Q2 		$431 Hold
7
– – ﹤0.01% 1790
2025
Q1 		$417 Hold
7
– – ﹤0.01% 1810
2024
Q4 		$482 Buy
+7
New +$486 ﹤0.01% 1778
2023
Q4 		– Sell
-7
Closed -$333 – 1962
2023
Q3 		$333 Sell
7
-18
-72% -$931 ﹤0.01% 1885
2023
Q2 		$1.21K Buy
25
+10
+67% +$523 ﹤0.01% 1531
2023
Q1 		$940 Buy
+15
New +$1.05K ﹤0.01% 1600

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Bell Investment Advisors's LKFN Position: Q4 2025 in Review

Bell Investment Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 7 shares — an estimated $450 sold.

Bell Investment Advisors first reported a position in LKFN in Q1 2023 and held it in 7 quarters. The position peaked at $1.21K in Q2 2023. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Bell Investment Advisors reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 7 Lakeland Financial Corp shares in Q4 2025, an estimated $450.
  • Bell Investment Advisors first reported a position in Lakeland Financial Corp in Q1 2023 and held it in 7 quarters.
  • Bell Investment Advisors's Lakeland Financial Corp position peaked at $1.21K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.