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CIBC World Markets’s Lakeland Financial Corp LKFN Stock Holding History

CIBC World Markets’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
Q2 		– Sell
-5,521
Closed -$328K – 1763
2025
Q1 		$328K Buy
+5,521
New +$362K ﹤0.01% 1215

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's LKFN Position: Q2 2025 in Review

CIBC World Markets sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 5,521 shares — an estimated $328K sold.

CIBC World Markets first reported a position in LKFN in Q1 2025 and held it in 1 quarter. The position peaked at $328K in Q1 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

  • CIBC World Markets reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
  • CIBC World Markets sold 5,521 Lakeland Financial Corp shares in Q2 2025, an estimated $328K.
  • CIBC World Markets first reported a position in Lakeland Financial Corp in Q1 2025 and held it in 1 quarter.
  • CIBC World Markets's Lakeland Financial Corp position peaked at $328K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.