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Catalyst Funds Management’s Lakeland Financial Corp LKFN Stock Holding History

Catalyst Funds Management’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
-800
Closed -$52.1K – 851
2024
Q3 		$52.1K Buy
+800
New +$52.1K 0.01% 778
2024
Q2 		– Sell
-1,300
Closed -$86.2K – 1405
2024
Q1 		$86.2K Buy
+1,300
New +$84K 0.02% 430

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

Catalyst Funds Management's LKFN Position: Q4 2024 in Review

Catalyst Funds Management sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 800 shares — an estimated $52.1K sold.

Catalyst Funds Management first reported a position in LKFN in Q1 2024 and held it in 2 quarters. The position peaked at $86.2K in Q1 2024. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

  • Catalyst Funds Management reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 800 Lakeland Financial Corp shares in Q4 2024, an estimated $52.1K.
  • Catalyst Funds Management first reported a position in Lakeland Financial Corp in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Lakeland Financial Corp position peaked at $86.2K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.