Corient Private Wealth
LKFN icon

Corient Private Wealth’s Lakeland Financial Corp LKFN Stock Holding History

Corient Private Wealth’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 		$515K Buy
+8,344
New +$503K ﹤0.01% 2202
2025
Q2 		– Sell
-7,231
Closed -$430K – 2501
2025
Q1 		$430K Sell
7,231
-368
-5% -$24.1K ﹤0.01% 1668
2024
Q4 		$523K Sell
7,599
-2,945
-28% -$204K ﹤0.01% 1595
2024
Q3 		$687K Sell
10,544
-110
-1% -$7.16K ﹤0.01% 1579
2024
Q2 		$655K Sell
10,654
-408
-4% -$24.9K ﹤0.01% 1507
2024
Q1 		$734K Sell
11,062
-47
-0.4% -$3.04K ﹤0.01% 1443
2023
Q4 		$724K Buy
11,109
+1,697
+18% +$93.6K ﹤0.01% 1428
2023
Q3 		$447K Buy
+9,412
New +$487K ﹤0.01% 1555

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

Corient Private Wealth's LKFN Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 8,344 shares worth $515K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in LKFN as recently as Q1 2025.

Corient Private Wealth first reported a position in LKFN in Q3 2023 and has held it in 8 quarters since. The position peaked at $734K in Q1 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Corient Private Wealth held 8,344 shares of Lakeland Financial Corp worth $515K as of Q2 2026.
  • Lakeland Financial Corp was a new Corient Private Wealth position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2202 holding.
  • Corient Private Wealth first reported a position in Lakeland Financial Corp in Q3 2023 and has held it in 8 quarters since.
  • Corient Private Wealth's Lakeland Financial Corp position peaked at $734K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.