Canada Life’s Lakeland Financial Corp LKFN Stock Holding History

Canada Life’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	$1.25M	Sell	21,776 -1,297	-6%	-$76.1K	﹤0.01%	1299
2025 Q4	$1.31M	Buy	23,073 +1,268	+6%	+$75.4K	﹤0.01%	1303
2025 Q3	$1.42M	Buy	21,805 +808	+4%	+$52.4K	﹤0.01%	1347
2025 Q2	$1.29M	Sell	20,997 -462	-2%	-$26.8K	﹤0.01%	1351
2025 Q1	$1.27M	Sell	21,459 -2,419	-10%	-$159K	﹤0.01%	1357
2024 Q4	$1.64M	Sell	23,878 -1,572	-6%	-$109K	﹤0.01%	1335
2024 Q3	$1.66M	Hold	25,450	–	–	﹤0.01%	1360
2024 Q2	$1.57M	Buy	25,450 +3,888	+18%	+$237K	﹤0.01%	1374
2024 Q1	$1.43M	Buy	21,562 +1,141	+6%	+$73.7K	﹤0.01%	1397
2023 Q4	$1.33M	Sell	20,421 -1,916	-9%	-$106K	﹤0.01%	1419
2023 Q3	$1.06M	Buy	22,337 +38	+0.2%	+$1.96K	﹤0.01%	1459
2023 Q2	$1.08M	Sell	22,299 -2,180	-9%	-$114K	﹤0.01%	1474
2023 Q1	$1.53M	Sell	24,479 -1,353	-5%	-$94.4K	﹤0.01%	1353
2022 Q4	$1.89M	Sell	25,832 -3,849	-13%	-$295K	0.01%	1257
2022 Q3	$2.16M	Buy	29,681 +4,951	+20%	+$369K	0.01%	1129
2022 Q2	$1.64M	Buy	24,730 +2,723	+12%	+$194K	﹤0.01%	1236
2022 Q1	$1.65M	Buy	22,007 +17	+0.1%	+$1.36K	﹤0.01%	1301
2021 Q4	$1.76M	Sell	21,990 -11	-0%	-$820	﹤0.01%	1262
2021 Q3	$1.58M	Buy	22,001 +20,643	+1,520%	+$1.34M	﹤0.01%	1315
2021 Q2	$84K	Sell	1,358 -365	-21%	-$23.4K	﹤0.01%	2130
2021 Q1	$118K	Hold	1,723	–	–	﹤0.01%	2062
2020 Q4	$92K	Hold	1,723	–	–	﹤0.01%	2130
2020 Q3	$71K	Sell	1,723 -269	-14%	-$12.2K	﹤0.01%	2102
2020 Q2	$93K	Buy	1,992 +15	+0.8%	+$613	﹤0.01%	2057
2020 Q1	$73K	Sell	1,977 -2	-0.1%	-$87	﹤0.01%	2041
2019 Q4	$96K	Buy	+1,979	New	+$92.1K	﹤0.01%	2079
2019 Q3	–	Sell	-2,403	Closed	-$113K	–	1751
2019 Q2	$113K	Sell	2,403 -1,643	-41%	-$76.6K	﹤0.01%	2175
2019 Q1	$183K	Hold	4,046	–	–	﹤0.01%	1900
2018 Q4	$156K	Buy	4,046 +10	+0.2%	+$435	﹤0.01%	1999
2018 Q3	$187K	Hold	4,036	–	–	﹤0.01%	2001
2018 Q2	$195K	Hold	4,036	–	–	﹤0.01%	1984
2018 Q1	$187K	Buy	4,036 +136	+3%	+$6.52K	﹤0.01%	1980
2017 Q4	$189K	Hold	3,900	–	–	﹤0.01%	1979
2017 Q3	$189K	Hold	3,900	–	–	﹤0.01%	1967
2017 Q2	$179K	Hold	3,900	–	–	﹤0.01%	1946
2017 Q1	$168K	Hold	3,900	–	–	﹤0.01%	1957
2016 Q4	$185K	Hold	3,900	–	–	﹤0.01%	1935
2016 Q3	$138K	Hold	3,900	–	–	﹤0.01%	2015
2016 Q2	$122K	Hold	3,900	–	–	﹤0.01%	2034
2016 Q1	$119K	Hold	3,900	–	–	﹤0.01%	1674
2015 Q4	$121K	Hold	3,900	–	–	﹤0.01%	1629
2015 Q3	$118K	Hold	3,900	–	–	﹤0.01%	1588
2015 Q2	$113K	Hold	3,900	–	–	﹤0.01%	1773
2015 Q1	$105K	Hold	3,900	–	–	﹤0.01%	1763
2014 Q4	$113K	Hold	3,900	–	–	﹤0.01%	1671
2014 Q3	$98K	Hold	3,900	–	–	﹤0.01%	1703
2014 Q2	$99K	Buy	+3,900	New	+$97.2K	﹤0.01%	1592

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Canada Life's LKFN Position: Q1 2026 in Review

Canada Life reduced its Lakeland Financial Corp (LKFN) stake by 5.6% in Q1 2026, selling an estimated $76.1K and leaving 21,776 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Canada Life first reported a position in LKFN in Q2 2014 and has held it in 47 quarters since. The position peaked at $2.16M in Q3 2022. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Canada Life held 21,776 shares of Lakeland Financial Corp worth $1.25M as of Q1 2026.
Canada Life sold 1,297 Lakeland Financial Corp shares in Q1 2026, an estimated $76.1K.
Lakeland Financial Corp made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1299 holding.
Canada Life first reported a position in Lakeland Financial Corp in Q2 2014 and has held it in 47 quarters since.
Canada Life's Lakeland Financial Corp position peaked at $2.16M in Q3 2022.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.