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Blue Trust Inc’s Lakeland Financial Corp LKFN Stock Holding History

Blue Trust Inc’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 		$27.4K Buy
477
+93
+24% +$5.46K ﹤0.01% 1543
2025
Q4 		$21.9K Sell
384
-170
-31% -$10.1K ﹤0.01% 1653
2025
Q3 		$35.6K Buy
554
+79
+17% +$5.13K ﹤0.01% 1516
2025
Q2 		$29.2K Buy
475
+16
+3% +$929 ﹤0.01% 1587
2025
Q1 		$27.3K Buy
459
+107
+30% +$7.02K ﹤0.01% 1571
2024
Q4 		$24.2K Sell
352
-151
-30% -$10.5K ﹤0.01% 1552
2024
Q3 		$30.9K Buy
503
+51
+11% +$3.32K ﹤0.01% 1771
2024
Q2 		$30K Buy
452
+63
+16% +$3.84K ﹤0.01% 1495
2024
Q1 		$25.8K Buy
389
+64
+20% +$4.13K ﹤0.01% 1140
2023
Q4 		$15K Buy
325
+41
+14% +$2.26K ﹤0.01% 1429
2023
Q3 		$14K Buy
284
+198
+230% +$10.2K ﹤0.01% 1295
2023
Q2 		$5K Sell
86
-147
-63% -$7.69K ﹤0.01% 1535
2023
Q1 		$17K Buy
233
+59
+34% +$4.12K ﹤0.01% 1429
2022
Q4 		$13K Buy
174
+125
+255% +$9.57K ﹤0.01% 1448
2022
Q3 		$3K Buy
49
+17
+53% +$1.27K ﹤0.01% 1694
2022
Q2 		$2K Buy
+32
New +$2.28K ﹤0.01% 1670

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Blue Trust Inc's LKFN Position: Q1 2026 in Review

Blue Trust Inc increased its Lakeland Financial Corp (LKFN) stake by 24% in Q1 2026, buying an estimated $5.46K and bringing the position to 477 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Blue Trust Inc first reported a position in LKFN in Q2 2022 and has held it in 16 quarters since. The position peaked at $35.6K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Blue Trust Inc held 477 shares of Lakeland Financial Corp worth $27.4K as of Q1 2026.
  • Blue Trust Inc bought 93 Lakeland Financial Corp shares in Q1 2026, an estimated $5.46K.
  • Lakeland Financial Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1543 holding.
  • Blue Trust Inc first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Lakeland Financial Corp position peaked at $35.6K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.