CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$400K Buy
6,485
+2,051
+46% +$124K ﹤0.01% 2338
2026
Q1 		$254K Sell
4,434
-169
-4% -$9.91K ﹤0.01% 2506
2025
Q4 		$263K Sell
4,603
-398
-8% -$23.7K ﹤0.01% 2347
2025
Q3 		$321K Sell
5,001
-36
-0.7% -$2.34K ﹤0.01% 2123
2025
Q2 		$310K Buy
5,037
+830
+20% +$48.2K ﹤0.01% 2034
2025
Q1 		$250K Sell
4,207
-1,517
-27% -$99.5K ﹤0.01% 2047
2024
Q4 		$394K Buy
5,724
+769
+16% +$53.3K ﹤0.01% 1745
2024
Q3 		$323K Sell
4,955
-10,906
-69% -$710K ﹤0.01% 1844
2024
Q2 		$976K Sell
15,861
-271
-2% -$16.5K ﹤0.01% 1148
2024
Q1 		$1.07M Buy
16,132
+9,790
+154% +$633K ﹤0.01% 1085
2023
Q4 		$413K Sell
6,342
-224
-3% -$12.4K ﹤0.01% 1885
2023
Q3 		$312K Buy
+6,566
New +$339K ﹤0.01% 1965
2022
Q3 		– Sell
-365
Closed -$24K – 3169
2022
Q2 		$24K Sell
365
-8
-2% -$570 ﹤0.01% 3267
2022
Q1 		$27K Sell
373
-16
-4% -$1.28K ﹤0.01% 3216
2021
Q4 		$31K Buy
389
+71
+22% +$5.29K ﹤0.01% 3005
2021
Q3 		$23K Buy
318
+43
+16% +$2.8K ﹤0.01% 3059
2021
Q2 		$17K Sell
275
-3
-1% -$192 ﹤0.01% 3221
2021
Q1 		$19K Buy
+278
New +$18.2K ﹤0.01% 3034

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's LKFN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Lakeland Financial Corp (LKFN) stake by 46% in Q2 2026, buying an estimated $124K and bringing the position to 6,485 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

CAPTRUST Financial Advisors first reported a position in LKFN in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,485 shares of Lakeland Financial Corp worth $400K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,051 Lakeland Financial Corp shares in Q2 2026, an estimated $124K.
  • Lakeland Financial Corp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2338 holding.
  • CAPTRUST Financial Advisors first reported a position in Lakeland Financial Corp in Q1 2021 and has held it in 18 quarters since.
  • CAPTRUST Financial Advisors's Lakeland Financial Corp position peaked at $1.07M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.