Claris Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Claris 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 Q4	–	Sell	-1	Closed	-$65	–	670
2024 Q3	$65	Buy	+1	New	+$65	﹤0.01%	1176

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

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

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

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

Claris Advisors's LKFN Position: Q4 2024 in Review

Claris Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 1 share — an estimated $65 sold.

Claris Advisors first reported a position in LKFN in Q3 2024 and held it in 1 quarter. The position peaked at $65 in Q3 2024. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

Claris Advisors reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Lakeland Financial Corp share in Q4 2024, an estimated $65.
Claris Advisors first reported a position in Lakeland Financial Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lakeland Financial Corp position peaked at $65 in Q3 2024.
231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.