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Column Capital Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Column Capital 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
2023
Q3 		$639K Sell
13,474
-44
-0.3% -$2.27K 0.09% 74
2023
Q2 		$656K Buy
13,518
+124
+0.9% +$6.49K 0.09% 72
2023
Q1 		$839K Buy
13,394
+583
+5% +$40.7K 0.13% 62
2022
Q4 		$935K Buy
12,811
+213
+2% +$16.3K 0.16% 57
2022
Q3 		$917K Buy
12,598
+67
+0.5% +$4.99K 0.19% 48
2022
Q2 		$832K Buy
12,531
+68
+0.5% +$4.85K 0.16% 51
2022
Q1 		$910K Buy
12,463
+60
+0.5% +$4.79K 0.17% 53
2021
Q4 		$994K Sell
12,403
-776
-6% -$57.8K 0.19% 52
2021
Q3 		$939K Sell
13,179
-3,281
-20% -$213K 0.2% 52
2021
Q2 		$1.01M Buy
16,460
+86
+0.5% +$5.5K 0.21% 50
2021
Q1 		$1.13M Sell
16,374
-3,819
-19% -$251K 0.25% 47
2020
Q4 		$1.08M Sell
20,193
-3,359
-14% -$171K 0.27% 43
2020
Q3 		$970K Sell
23,552
-287
-1% -$13K 0.3% 36
2020
Q2 		$1.11M Buy
23,839
+182
+0.8% +$7.44K 0.37% 34
2020
Q1 		$869K Buy
23,657
+1,864
+9% +$81K 0.36% 32
2019
Q4 		$1.07M Buy
+21,793
New +$1.01M 0.54% 27

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's LKFN Position: Q3 2023 in Review

Column Capital Advisors reduced its Lakeland Financial Corp (LKFN) stake by 0.33% in Q3 2023, selling an estimated $2.27K and leaving 13,474 shares worth $639K. The position accounts for 0.09% of the portfolio, ranked #74.

Column Capital Advisors first reported a position in LKFN in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.13M in Q1 2021. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

  • Column Capital Advisors held 13,474 shares of Lakeland Financial Corp worth $639K as of Q3 2023.
  • Column Capital Advisors sold 44 Lakeland Financial Corp shares in Q3 2023, an estimated $2.27K.
  • Lakeland Financial Corp made up 0.09% of Column Capital Advisors's portfolio in Q3 2023, its #74 holding.
  • Column Capital Advisors first reported a position in Lakeland Financial Corp in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Lakeland Financial Corp position peaked at $1.13M in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.