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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
Q2 		$309 Hold
5
– – ﹤0.01% 988
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's LKFN Position: Q2 2026 in Review

Bruce G. Allen Investments held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 5 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Bruce G. Allen Investments first reported a position in LKFN in Q2 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Bruce G. Allen Investments held 5 shares of Lakeland Financial Corp worth $309 as of Q2 2026.
  • Bruce G. Allen Investments left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #988 holding.
  • Bruce G. Allen Investments first reported a position in Lakeland Financial Corp in Q2 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.