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BOK Financial’s Lakeland Financial Corp LKFN Stock Holding History

BOK Financial’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
2024
Q1 		– Sell
-43
Closed -$2.8K – 1272
2023
Q4 		$2.8K Hold
43
– – ﹤0.01% 1078
2023
Q3 		$2.12K Buy
+43
New +$2.22K ﹤0.01% 1035
2023
Q1 		– Sell
-6,783
Closed -$495K – 1218
2022
Q4 		$495K Sell
6,783
-114
-2% -$8.73K 0.01% 677
2022
Q3 		$502K Buy
6,897
+523
+8% +$39K 0.01% 663
2022
Q2 		$423K Sell
6,374
-40
-0.6% -$2.85K 0.01% 706
2022
Q1 		$468K Buy
6,414
+3,156
+97% +$252K 0.01% 743
2021
Q4 		$261K Buy
+3,258
New +$243K ﹤0.01% 869

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
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

BOK Financial's LKFN Position: Q1 2024 in Review

BOK Financial sold out of Lakeland Financial Corp (LKFN) in Q1 2024, closing a stake of 43 shares — an estimated $2.8K sold.

BOK Financial first reported a position in LKFN in Q4 2021 and held it in 7 quarters. The position peaked at $502K in Q3 2022. 225 funds tracked by Wall St. Rank hold LKFN as of Q1 2024.

  • BOK Financial reported no remaining Lakeland Financial Corp position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 43 Lakeland Financial Corp shares in Q1 2024, an estimated $2.8K.
  • BOK Financial first reported a position in Lakeland Financial Corp in Q4 2021 and held it in 7 quarters.
  • BOK Financial's Lakeland Financial Corp position peaked at $502K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.