CoreCap Advisors
LKFN icon

CoreCap Advisors’s Lakeland Financial Corp LKFN Stock Holding History

CoreCap 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
2026
Q3 		$115 Hold
2
– – ﹤0.01% 3032
2026
Q2 		$123 Buy
+2
New +$121 ﹤0.01% 3057

Other funds holding LKFN

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Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CoreCap Advisors's LKFN Position: Q3 2026 in Review

CoreCap Advisors held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 2 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

CoreCap Advisors first reported a position in LKFN in Q2 2026 and has held it in 2 quarters since. The position peaked at $123 in Q2 2026. 34 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • CoreCap Advisors held 2 shares of Lakeland Financial Corp worth $115 as of Q3 2026.
  • CoreCap Advisors left its Lakeland Financial Corp share count unchanged in Q3 2026.
  • Lakeland Financial Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3032 holding.
  • CoreCap Advisors first reported a position in Lakeland Financial Corp in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Lakeland Financial Corp position peaked at $123 in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.