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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's LKFN Position: Q2 2025 in Review

Corient Private Wealth sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 7,231 shares — an estimated $430K sold.

Corient Private Wealth first reported a position in LKFN in Q3 2023 and held it in 7 quarters. The position peaked at $734K in Q1 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

  • Corient Private Wealth reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 7,231 Lakeland Financial Corp shares in Q2 2025, an estimated $430K.
  • Corient Private Wealth first reported a position in Lakeland Financial Corp in Q3 2023 and held it in 7 quarters.
  • Corient Private Wealth's Lakeland Financial Corp position peaked at $734K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.