Copeland Capital Management’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-44
| Closed | -$2.77K | – | 313 |
|
|
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% | +$9.6M | 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
Copeland Capital Management's LKFN Position: Q3 2026 in Review
Copeland Capital Management sold out of Lakeland Financial Corp (LKFN) in Q3 2026, closing a stake of 44 shares — an estimated $2.77K sold.
Copeland Capital Management first reported a position in LKFN in Q4 2018 and held it in 31 quarters. The position peaked at $52.5M in Q4 2024. 143 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.
- Copeland Capital Management reported no remaining Lakeland Financial Corp position as of Q3 2026 after selling out during the quarter.
- Copeland Capital Management sold 44 Lakeland Financial Corp shares in Q3 2026, an estimated $2.77K.
- Copeland Capital Management first reported a position in Lakeland Financial Corp in Q4 2018 and held it in 31 quarters.
- Copeland Capital Management's Lakeland Financial Corp position peaked at $52.5M in Q4 2024.
- 143 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.
Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.