CBIZ Investment Advisory Services’s Lakeland Financial Corp LKFN Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-452	Closed	-$25.8K	–	607
2025 Q4	$25.8K	Sell	452 -3	-0.7%	-$178	﹤0.01%	230
2025 Q3	$29.2K	Sell	455 -2	-0.4%	-$130	﹤0.01%	197
2025 Q2	$28.1K	Buy	457 +2	+0.4%	+$116	﹤0.01%	209
2025 Q1	$27K	Sell	455 -4	-0.9%	-$262	﹤0.01%	184
2024 Q4	$31.6K	Buy	459 +128	+39%	+$8.88K	﹤0.01%	149
2024 Q3	$21.6K	Buy	331 +23	+7%	+$1.5K	﹤0.01%	177
2024 Q2	$19K	Sell	308 -6	-2%	-$366	﹤0.01%	171
2024 Q1	$20.8K	Buy	+314	New	+$20.3K	﹤0.01%	175

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CBIZ Investment Advisory Services's LKFN Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Lakeland Financial Corp (LKFN) in Q1 2026, closing a stake of 452 shares — an estimated $25.8K sold.

CBIZ Investment Advisory Services first reported a position in LKFN in Q1 2024 and held it in 8 quarters. The position peaked at $31.6K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Lakeland Financial Corp position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 452 Lakeland Financial Corp shares in Q1 2026, an estimated $25.8K.
CBIZ Investment Advisory Services first reported a position in Lakeland Financial Corp in Q1 2024 and held it in 8 quarters.
CBIZ Investment Advisory Services's Lakeland Financial Corp position peaked at $31.6K in Q4 2024.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.