Cerity Partners
LKFN icon

Cerity Partners’s Lakeland Financial Corp LKFN Stock Holding History

Cerity Partners’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 		$895K Buy
14,493
+3,015
+26% +$182K ﹤0.01% 2067
2026
Q1 		$659K Buy
11,478
+1,015
+10% +$59.5K ﹤0.01% 2114
2025
Q4 		$597K Sell
10,463
-3,233
-24% -$192K ﹤0.01% 1995
2025
Q3 		$879K Sell
13,696
-1,372
-9% -$89.1K ﹤0.01% 1655
2025
Q2 		$926K Sell
15,068
-532
-3% -$30.9K ﹤0.01% 1550
2025
Q1 		$927K Buy
15,600
+1,240
+9% +$81.3K ﹤0.01% 1457
2024
Q4 		$935K Sell
14,360
-869
-6% -$60.3K ﹤0.01% 1452
2024
Q3 		$992K Buy
15,229
+4,371
+40% +$285K ﹤0.01% 1397
2024
Q2 		$668K Sell
10,858
-3,648
-25% -$222K ﹤0.01% 1400
2024
Q1 		$962K Buy
+14,506
New +$937K ﹤0.01% 1298

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 $3.38T AUM 44.17% 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

Cerity Partners's LKFN Position: Q2 2026 in Review

Cerity Partners increased its Lakeland Financial Corp (LKFN) stake by 26% in Q2 2026, buying an estimated $182K and bringing the position to 14,493 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Cerity Partners first reported a position in LKFN in Q1 2024 and has held it in 10 quarters since. The position peaked at $992K in Q3 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Cerity Partners held 14,493 shares of Lakeland Financial Corp worth $895K as of Q2 2026.
  • Cerity Partners bought 3,015 Lakeland Financial Corp shares in Q2 2026, an estimated $182K.
  • Lakeland Financial Corp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2067 holding.
  • Cerity Partners first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Lakeland Financial Corp position peaked at $992K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.