Connor, Clark & Lunn Investment Management (CC&L)’s Lakeland Financial Corp LKFN Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q1	–	Sell	-7,524	Closed	-$517K	–	1523
2024 Q4	$517K	Sell	7,524 -1,934	-20%	-$134K	﹤0.01%	1134
2024 Q3	$616K	Buy	+9,458	New	+$616K	﹤0.01%	1037
2017 Q1	–	Sell	-9,800	Closed	-$464K	–	970
2016 Q4	$464K	Buy	+9,800	New	+$400K	﹤0.01%	617

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s LKFN Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 7,524 shares — an estimated $517K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in LKFN in Q4 2016 and held it in 3 quarters. The position peaked at $616K in Q3 2024. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 7,524 Lakeland Financial Corp shares in Q1 2025, an estimated $517K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Lakeland Financial Corp in Q4 2016 and held it in 3 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Lakeland Financial Corp position peaked at $616K in Q3 2024.
244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.