Blue Trust Inc
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
Q3 		$42.7K Sell
740
-101
-12% -$6.15K ﹤0.01% 1275
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% +$4.14K ﹤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% +$9.6K ﹤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

Monarch Capital Management
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Blue Trust Inc's LKFN Position: Q3 2026 in Review

Blue Trust Inc reduced its Lakeland Financial Corp (LKFN) stake by 12% in Q3 2026, selling an estimated $6.15K and leaving 740 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Blue Trust Inc first reported a position in LKFN in Q2 2022 and has held it in 18 quarters since. The position peaked at $51.9K in Q2 2026. 42 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Blue Trust Inc held 740 shares of Lakeland Financial Corp worth $42.7K as of Q3 2026.
  • Blue Trust Inc sold 101 Lakeland Financial Corp shares in Q3 2026, an estimated $6.15K.
  • Lakeland Financial Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1275 holding.
  • Blue Trust Inc first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Lakeland Financial Corp position peaked at $51.9K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.