BTI
LKFN icon

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
Q2 		$51.9K Buy
841
+364
+76% +$21.9K ﹤0.01% 1330
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 $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 $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Blue Trust Inc's LKFN Position: Q2 2026 in Review

Blue Trust Inc increased its Lakeland Financial Corp (LKFN) stake by 76% in Q2 2026, buying an estimated $21.9K and bringing the position to 841 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Blue Trust Inc first reported a position in LKFN in Q2 2022 and has held it in 17 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Blue Trust Inc held 841 shares of Lakeland Financial Corp worth $51.9K as of Q2 2026.
  • Blue Trust Inc bought 364 Lakeland Financial Corp shares in Q2 2026, an estimated $21.9K.
  • Lakeland Financial Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1330 holding.
  • Blue Trust Inc first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 17 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.