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Clearstead Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-161
Closed -$10.3K – 3039
2025
Q3 		$10.3K Sell
161
-191
-54% -$12.4K ﹤0.01% 1923
2025
Q2 		$21.6K Buy
352
+161
+84% +$9.34K ﹤0.01% 1589
2025
Q1 		$11.4K Hold
191
– – ﹤0.01% 1583
2024
Q4 		$13.1K Hold
191
– – ﹤0.01% 1506
2024
Q3 		$12.4K Hold
191
– – ﹤0.01% 1547
2024
Q2 		$11.8K Buy
+191
New +$11.6K ﹤0.01% 1518

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
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
Geode Capital Management
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

Clearstead Advisors's LKFN Position: Q4 2025 in Review

Clearstead Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 161 shares — an estimated $10.3K sold.

Clearstead Advisors first reported a position in LKFN in Q2 2024 and held it in 6 quarters. The position peaked at $21.6K in Q2 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Clearstead Advisors reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 161 Lakeland Financial Corp shares in Q4 2025, an estimated $10.3K.
  • Clearstead Advisors first reported a position in Lakeland Financial Corp in Q2 2024 and held it in 6 quarters.
  • Clearstead Advisors's Lakeland Financial Corp position peaked at $21.6K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.