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	–	609
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 $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM