Cornerstone Planning Group’s Lakeland Financial Corp LKFN Stock Holding History

Cornerstone Planning Group’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	–	Sell	-2	Closed	-$151	–	1025
2026 Q2	$151	Sell	2 -252	-99%	-$15.2K	﹤0.01%	1816
2026 Q1	$15.8K	Buy	254 +3	+1%	+$176	﹤0.01%	748
2025 Q4	$14.6K	Hold	251	–	–	﹤0.01%	683
2025 Q3	$14.4K	Buy	+251	New	+$16.3K	﹤0.01%	672
2025 Q2	–	Sell	-86	Closed	-$4.69K	–	1631
2025 Q1	$4.69K	Buy	+86	New	+$5.64K	﹤0.01%	755
2023 Q3	–	Sell	-85	Closed	-$4.12K	–	1267
2023 Q2	$4.12K	Buy	+85	New	+$4.45K	﹤0.01%	956
2022 Q4	$6.25K	Buy	+85	New	+$6.51K	﹤0.01%	789

Other funds holding LKFN

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cornerstone Planning Group's LKFN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lakeland Financial Corp (LKFN) in Q3 2026, closing a stake of 2 shares — an estimated $151 sold.

Cornerstone Planning Group first reported a position in LKFN in Q4 2022 and held it in 7 quarters. The position peaked at $15.8K in Q1 2026. 23 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Cornerstone Planning Group reported no remaining Lakeland Financial Corp position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 2 Lakeland Financial Corp shares in Q3 2026, an estimated $151.
Cornerstone Planning Group first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Lakeland Financial Corp position peaked at $15.8K in Q1 2026.
23 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.