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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Copeland Capital Management's LKFN Position: Q1 2026 in Review

Copeland Capital Management reduced its Lakeland Financial Corp (LKFN) stake by 1.5% in Q1 2026, selling an estimated $546K and leaving 606,364 shares worth $34.8M. The position accounts for 0.77% of the portfolio, ranked #49.

Copeland Capital Management first reported a position in LKFN in Q4 2018 and has held it in 30 quarters since. The position peaked at $52.5M in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Copeland Capital Management held 606,364 shares of Lakeland Financial Corp worth $34.8M as of Q1 2026.
Copeland Capital Management sold 9,316 Lakeland Financial Corp shares in Q1 2026, an estimated $546K.
Lakeland Financial Corp made up 0.77% of Copeland Capital Management's portfolio in Q1 2026, its #49 holding.
Copeland Capital Management first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 30 quarters since.
Copeland Capital Management's Lakeland Financial Corp position peaked at $52.5M in Q4 2024.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.