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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 $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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