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Copeland Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Copeland Capital Management’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
2026
Q2 		$2.77K Sell
44
-606,320
-100% -$36.6M ﹤0.01% 257
2026
Q1 		$34.8M Sell
606,364
-9,316
-2% -$546K 0.77% 49
2025
Q4 		$35.1M Sell
615,680
-36,059
-6% -$2.14M 0.78% 51
2025
Q3 		$41.8M Sell
651,739
-37,372
-5% -$2.43M 0.87% 47
2025
Q2 		$42.3M Sell
689,111
-51,511
-7% -$2.99M 0.87% 49
2025
Q1 		$44M Sell
740,622
-23,564
-3% -$1.55M 0.88% 47
2024
Q4 		$52.5M Buy
764,186
+18,247
+2% +$1.27M 0.98% 44
2024
Q3 		$48.6M Buy
745,939
+1,323
+0.2% +$86.1K 0.84% 53
2024
Q2 		$45.8M Buy
744,616
+4,263
+0.6% +$260K 0.86% 49
2024
Q1 		$49.1M Buy
740,353
+11,379
+2% +$735K 0.89% 52
2023
Q4 		$47.5M Sell
728,974
-7,611
-1% -$420K 0.95% 48
2023
Q3 		$35M Buy
736,585
+185,217
+34% +$9.57M 0.75% 57
2023
Q2 		$26.8M Buy
551,368
+3,904
+0.7% +$204K 0.55% 73
2023
Q1 		$34.3M Sell
547,464
-12,418
-2% -$866K 0.81% 56
2022
Q4 		$40.9M Buy
559,882
+39,395
+8% +$3.02M 1.08% 42
2022
Q3 		$37.9M Buy
520,487
+7,714
+2% +$575K 1.25% 31
2022
Q2 		$34.1M Sell
512,773
-2,541
-0.5% -$181K 1.08% 40
2022
Q1 		$37.6M Buy
515,314
+9,371
+2% +$748K 1.04% 46
2021
Q4 		$40.5M Buy
505,943
+14,066
+3% +$1.05M 1.05% 42
2021
Q3 		$35M Buy
491,877
+11,293
+2% +$735K 1% 45
2021
Q2 		$29.6M Buy
480,584
+8,907
+2% +$570K 0.89% 51
2021
Q1 		$32.6M Buy
471,677
+2,031
+0.4% +$133K 1.02% 46
2020
Q4 		$25.2M Sell
469,646
-36,202
-7% -$1.84M 0.99% 48
2020
Q3 		$20.8M Buy
505,848
+83,796
+20% +$3.79M 0.93% 48
2020
Q2 		$19.7M Sell
422,052
-16,820
-4% -$688K 1.01% 42
2020
Q1 		$16.1M Sell
438,872
-7,145
-2% -$311K 0.98% 39
2019
Q4 		$21.8M Buy
446,017
+16,047
+4% +$747K 0.96% 43
2019
Q3 		$18.9M Buy
429,970
+96,674
+29% +$4.27M 0.97% 41
2019
Q2 		$15.6M Buy
333,296
+154,408
+86% +$7.2M 0.87% 46
2019
Q1 		$8.09M Buy
178,888
+178,612
+64,714% +$8.14M 0.51% 60
2018
Q4 		$11K Buy
+276
New +$12K ﹤0.01% 192

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Copeland Capital Management's LKFN Position: Q2 2026 in Review

Copeland Capital Management reduced its Lakeland Financial Corp (LKFN) stake by 100% in Q2 2026, selling an estimated $36.6M and leaving 44 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Copeland Capital Management first reported a position in LKFN in Q4 2018 and has held it in 31 quarters since. The position peaked at $52.5M in Q4 2024. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Copeland Capital Management held 44 shares of Lakeland Financial Corp worth $2.77K as of Q2 2026.
  • Copeland Capital Management sold 606,320 Lakeland Financial Corp shares in Q2 2026, an estimated $36.6M.
  • Lakeland Financial Corp made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #257 holding.
  • Copeland Capital Management first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 31 quarters since.
  • Copeland Capital Management's Lakeland Financial Corp position peaked at $52.5M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.