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Capital Performance Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-17
Closed -$1.11K – 1548
2024
Q3 		$1.11K Buy
+17
New +$1.11K ﹤0.01% 1857

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's LKFN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 17 shares — an estimated $1.11K sold.

Capital Performance Advisors first reported a position in LKFN in Q3 2024 and held it in 1 quarter. The position peaked at $1.11K in Q3 2024. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 17 Lakeland Financial Corp shares in Q4 2024, an estimated $1.11K.
  • Capital Performance Advisors first reported a position in Lakeland Financial Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Lakeland Financial Corp position peaked at $1.11K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.