Charles Schwab’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $58.1M | Buy |
940,862
+71,594
| +8% | +$4.32M | 0.01% | 1145 |
|
|
2026
Q1 | $49.9M | Sell |
869,268
-179,929
| -17% | -$10.6M | 0.01% | 1152 |
|
|
2025
Q4 | $59.9M | Buy |
1,049,197
+15,610
| +2% | +$928K | 0.01% | 1035 |
|
|
2025
Q3 | $66.4M | Buy |
1,033,587
+10,155
| +1% | +$659K | 0.01% | 967 |
|
|
2025
Q2 | $62.9M | Buy |
1,023,432
+24,399
| +2% | +$1.42M | 0.01% | 952 |
|
|
2025
Q1 | $59.4M | Buy |
999,033
+52,753
| +6% | +$3.46M | 0.01% | 963 |
|
|
2024
Q4 | $65.1M | Buy |
946,280
+43,312
| +5% | +$3M | 0.01% | 935 |
|
|
2024
Q3 | $58.8M | Buy |
902,968
+27,214
| +3% | +$1.77M | 0.01% | 1010 |
|
|
2024
Q2 | $53.9M | Buy |
875,754
+16,839
| +2% | +$1.03M | 0.01% | 1018 |
|
|
2024
Q1 | $57M | Buy |
858,915
+595,481
| +226% | +$38.5M | 0.01% | 943 |
|
|
2023
Q4 | $17.2M | Buy |
263,434
+12,486
| +5% | +$689K | ﹤0.01% | 1680 |
|
|
2023
Q3 | $11.9M | Buy |
250,948
+11,760
| +5% | +$608K | ﹤0.01% | 1823 |
|
|
2023
Q2 | $11.6M | Buy |
239,188
+7,826
| +3% | +$409K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $14.5M | Buy |
231,362
+5,383
| +2% | +$375K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $16.5M | Buy |
225,979
+13,530
| +6% | +$1.04M | 0.01% | 1567 |
|
|
2022
Q3 | $15.5M | Buy |
212,449
+15,415
| +8% | +$1.15M | 0.01% | 1566 |
|
|
2022
Q2 | $13.1M | Buy |
197,034
+6,780
| +4% | +$483K | ﹤0.01% | 1690 |
|
|
2022
Q1 | $13.9M | Buy |
190,254
+12,738
| +7% | +$1.02M | ﹤0.01% | 1770 |
|
|
2021
Q4 | $14.2M | Buy |
177,516
+4,322
| +2% | +$322K | ﹤0.01% | 1802 |
|
|
2021
Q3 | $12.3M | Buy |
173,194
+480
| +0.3% | +$31.2K | ﹤0.01% | 1885 |
|
|
2021
Q2 | $10.6M | Buy |
172,714
+463
| +0.3% | +$29.6K | ﹤0.01% | 1960 |
|
|
2021
Q1 | $11.9M | Sell |
172,251
-210,121
| -55% | -$13.8M | ﹤0.01% | 1852 |
|
|
2020
Q4 | $20.5M | Buy |
382,372
+8,531
| +2% | +$434K | 0.01% | 1391 |
|
|
2020
Q3 | $15.4M | Buy |
373,841
+26,421
| +8% | +$1.19M | 0.01% | 1387 |
|
|
2020
Q2 | $16.2M | Buy |
347,420
+188,772
| +119% | +$7.72M | 0.01% | 1324 |
|
|
2020
Q1 | $5.83M | Buy |
158,648
+2,518
| +2% | +$109K | ﹤0.01% | 1757 |
|
|
2019
Q4 | $7.64M | Buy |
156,130
+3,414
| +2% | +$159K | ﹤0.01% | 1802 |
|
|
2019
Q3 | $6.72M | Buy |
152,716
+4,824
| +3% | +$213K | ﹤0.01% | 1824 |
|
|
2019
Q2 | $6.93M | Buy |
147,892
+4,281
| +3% | +$200K | ﹤0.01% | 1816 |
|
|
2019
Q1 | $6.5M | Buy |
143,611
+6,712
| +5% | +$306K | ﹤0.01% | 1847 |
|
|
2018
Q4 | $5.5M | Sell |
136,899
-1,570
| -1% | -$68.3K | ﹤0.01% | 1863 |
|
|
2018
Q3 | $6.44M | Buy |
138,469
+3,149
| +2% | +$154K | ﹤0.01% | 1907 |
|
|
2018
Q2 | $6.52M | Buy |
135,320
+7,332
| +6% | +$356K | ﹤0.01% | 1861 |
|
|
2018
Q1 | $5.92M | Buy |
127,988
+3,846
| +3% | +$184K | ﹤0.01% | 1851 |
|
|
2017
Q4 | $6.02M | Buy |
124,142
+17,002
| +16% | +$832K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $5.22M | Sell |
107,140
-156
| -0.1% | -$7.05K | ﹤0.01% | 1859 |
|
|
2017
Q2 | $4.92M | Buy |
107,296
+1,030
| +1% | +$45.9K | ﹤0.01% | 1823 |
|
|
2017
Q1 | $4.58M | Buy |
106,266
+5,796
| +6% | +$259K | ﹤0.01% | 1807 |
|
|
2016
Q4 | $4.76M | Buy |
100,470
+5,322
| +6% | +$217K | 0.01% | 1767 |
|
|
2016
Q3 | $3.37M | Buy |
95,148
+4,369
| +5% | +$151K | ﹤0.01% | 1875 |
|
|
2016
Q2 | $2.85M | Buy |
90,779
+1,593
| +2% | +$50K | ﹤0.01% | 1905 |
|
|
2016
Q1 | $2.72M | Buy |
89,186
+6,776
| +8% | +$196K | ﹤0.01% | 1886 |
|
|
2015
Q4 | $2.56M | Buy |
82,410
+6,514
| +9% | +$203K | ﹤0.01% | 1948 |
|
|
2015
Q3 | $2.29M | Buy |
75,896
+4,397
| +6% | +$124K | ﹤0.01% | 1991 |
|
|
2015
Q2 | $2.07M | Buy |
71,499
+1,998
| +3% | +$54.2K | ﹤0.01% | 2082 |
|
|
2015
Q1 | $1.88M | Buy |
69,501
+3,003
| +5% | +$80.3K | ﹤0.01% | 2086 |
|
|
2014
Q4 | $1.93M | Buy |
66,498
+7,993
| +14% | +$215K | ﹤0.01% | 2032 |
|
|
2014
Q3 | $1.46M | Buy |
58,505
+1,064
| +2% | +$27K | ﹤0.01% | 2125 |
|
|
2014
Q2 | $1.46M | Sell |
57,441
-336
| -0.6% | -$8.37K | ﹤0.01% | 2149 |
|
|
2014
Q1 | $1.55M | Sell |
57,777
-4,236
| -7% | -$108K | ﹤0.01% | 2071 |
|
|
2013
Q4 | $1.61M | Buy |
62,013
+2,160
| +4% | +$51.8K | ﹤0.01% | 2041 |
|
|
2013
Q3 | $1.31M | Buy |
59,853
+2,910
| +5% | +$61.6K | ﹤0.01% | 2075 |
|
|
2013
Q2 | $1.07M | Buy |
+56,943
| New | +$1.03M | ﹤0.01% | 2121 |
|
Other funds holding LKFN
SAM
NPIC
Charles Schwab's LKFN Position: Q2 2026 in Review
Charles Schwab increased its Lakeland Financial Corp (LKFN) stake by 8.2% in Q2 2026, buying an estimated $4.32M and bringing the position to 940,862 shares worth $58.1M. The position accounts for 0.01% of the portfolio, ranked #1145.
Charles Schwab first reported a position in LKFN in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.4M in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.
- Charles Schwab held 940,862 shares of Lakeland Financial Corp worth $58.1M as of Q2 2026.
- Charles Schwab bought 71,594 Lakeland Financial Corp shares in Q2 2026, an estimated $4.32M.
- Lakeland Financial Corp made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1145 holding.
- Charles Schwab first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Lakeland Financial Corp position peaked at $66.4M in Q3 2025.
- 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.