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Cetera Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Cetera 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
2024
Q1 		$716K Buy
10,795
+91
+0.9% +$5.88K 0.01% 1359
2023
Q4 		$697K Buy
10,704
+99
+0.9% +$5.46K 0.01% 942
2023
Q3 		$503K Buy
10,605
+88
+0.8% +$4.55K 0.01% 1070
2023
Q2 		$510K Buy
10,517
+99
+1% +$5.18K 0.01% 1045
2023
Q1 		$653K Buy
10,418
+62
+0.6% +$4.33K 0.01% 884
2022
Q4 		$756K Buy
10,356
+56
+0.5% +$4.29K 0.01% 781
2022
Q3 		$750K Buy
10,300
+55
+0.5% +$4.1K 0.02% 620
2022
Q2 		$680K Buy
10,245
+56
+0.5% +$3.99K 0.02% 715
2022
Q1 		$744K Buy
10,189
+50
+0.5% +$3.99K 0.01% 717
2021
Q4 		$813K Buy
10,139
+48
+0.5% +$3.58K 0.02% 677
2021
Q3 		$719K Buy
10,091
+51
+0.5% +$3.32K 0.01% 723
2021
Q2 		$619K Buy
10,040
+52
+0.5% +$3.33K 0.01% 728
2021
Q1 		$691K Sell
9,988
-1
-0% -$66 0.02% 605
2020
Q4 		$535K Hold
9,989
– – 0.02% 613
2020
Q3 		$412K Buy
9,989
+1
+0% +$45 0.02% 627
2020
Q2 		$465K Sell
9,988
-1
-0% -$41 0.02% 556
2020
Q1 		$367K Buy
9,989
+1
+0% +$43 0.02% 545
2019
Q4 		$488K Hold
9,988
– – 0.02% 569
2019
Q3 		$440K Hold
9,988
– – 0.02% 585
2019
Q2 		$468K Buy
+9,988
New +$466K 0.02% 575

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Cetera Advisors's LKFN Position: Q1 2024 in Review

Cetera Advisors increased its Lakeland Financial Corp (LKFN) stake by 0.85% in Q1 2024, buying an estimated $5.88K and bringing the position to 10,795 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1359.

Cetera Advisors first reported a position in LKFN in Q2 2019 and has held it in 20 quarters since. The position peaked at $813K in Q4 2021. 225 funds tracked by Wall St. Rank hold LKFN as of Q1 2024.

  • Cetera Advisors held 10,795 shares of Lakeland Financial Corp worth $716K as of Q1 2024.
  • Cetera Advisors bought 91 Lakeland Financial Corp shares in Q1 2024, an estimated $5.88K.
  • Lakeland Financial Corp made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1359 holding.
  • Cetera Advisors first reported a position in Lakeland Financial Corp in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisors's Lakeland Financial Corp position peaked at $813K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.