CIBC Private Wealth Group’s Lakeland Financial Corp LKFN Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$12.9K	Buy	226 +6	+3%	+$357	﹤0.01%	2326
2025 Q3	$14.1K	Buy	+220	New	+$14.3K	﹤0.01%	2269
2024 Q3	–	Sell	-165	Closed	-$9.65K	–	3213
2024 Q2	$9.65K	Sell	165 -68	-29%	-$4.14K	﹤0.01%	2307
2024 Q1	$15K	Buy	+233	New	+$15.1K	﹤0.01%	2137
2019 Q3	–	Sell	-5,000	Closed	-$234K	–	916
2019 Q2	$234K	Hold	5,000	–	–	﹤0.01%	864
2019 Q1	$226K	Hold	5,000	–	–	﹤0.01%	875
2018 Q4	$201K	Buy	+5,000	New	+$217K	﹤0.01%	839

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCM

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

CIBC Private Wealth Group's LKFN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Lakeland Financial Corp (LKFN) stake by 2.7% in Q4 2025, buying an estimated $357 and bringing the position to 226 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

CIBC Private Wealth Group first reported a position in LKFN in Q4 2018 and has held it in 7 quarters since. The position peaked at $234K in Q2 2019. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

CIBC Private Wealth Group held 226 shares of Lakeland Financial Corp worth $12.9K as of Q4 2025.
CIBC Private Wealth Group bought 6 Lakeland Financial Corp shares in Q4 2025, an estimated $357.
Lakeland Financial Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2326 holding.
CIBC Private Wealth Group first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 7 quarters since.
CIBC Private Wealth Group's Lakeland Financial Corp position peaked at $234K in Q2 2019.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.