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Choreo LLC’s Lakeland Financial Corp LKFN Stock Holding History

Choreo LLC’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 		$386K Sell
6,727
-7
-0.1% -$411 ﹤0.01% 1097
2025
Q4 		$387K Sell
6,734
-213
-3% -$12.7K ﹤0.01% 1059
2025
Q3 		$446K Sell
6,947
-2
-0% -$130 0.01% 975
2025
Q2 		$427K Sell
6,949
-994
-13% -$57.7K 0.01% 970
2025
Q1 		$472K Sell
7,943
-86
-1% -$5.64K 0.01% 867
2024
Q4 		$552K Sell
8,029
-3,838
-32% -$266K 0.01% 852
2024
Q3 		$752K Sell
11,867
-2,020
-15% -$131K 0.01% 697
2024
Q2 		$841K Buy
13,887
+2,087
+18% +$127K 0.01% 586
2024
Q1 		$783K Buy
+11,800
New +$762K 0.02% 323

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Choreo LLC's LKFN Position: Q1 2026 in Review

Choreo LLC reduced its Lakeland Financial Corp (LKFN) stake by 0.1% in Q1 2026, selling an estimated $411 and leaving 6,727 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Choreo LLC first reported a position in LKFN in Q1 2024 and has held it in 9 quarters since. The position peaked at $841K in Q2 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Choreo LLC held 6,727 shares of Lakeland Financial Corp worth $386K as of Q1 2026.
  • Choreo LLC sold 7 Lakeland Financial Corp shares in Q1 2026, an estimated $411.
  • Lakeland Financial Corp made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1097 holding.
  • Choreo LLC first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 9 quarters since.
  • Choreo LLC's Lakeland Financial Corp position peaked at $841K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.