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Bruce G. Allen Investments’s Lakeland Financial Corp LKFN Stock Holding History

Bruce G. Allen Investments’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 		$287 Hold
5
– – ﹤0.01% 1035
2025
Q4 		$285 Buy
+5
New +$297 ﹤0.01% 1028
2025
Q2 		– Sell
-3
Closed -$178 – 1114
2025
Q1 		$178 Hold
3
– – ﹤0.01% 1066
2024
Q4 		$206 Hold
3
– – ﹤0.01% 1062
2024
Q3 		$195 Hold
3
– – ﹤0.01% 1086
2024
Q2 		$185 Buy
+3
New +$183 ﹤0.01% 960

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

Bruce G. Allen Investments's LKFN Position: Q1 2026 in Review

Bruce G. Allen Investments held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 5 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Bruce G. Allen Investments first reported a position in LKFN in Q2 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Bruce G. Allen Investments held 5 shares of Lakeland Financial Corp worth $287 as of Q1 2026.
  • Bruce G. Allen Investments left its Lakeland Financial Corp share count unchanged in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1035 holding.
  • Bruce G. Allen Investments first reported a position in Lakeland Financial Corp in Q2 2024 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.