CPG
LKFN icon

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
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

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

Cornerstone Planning Group's LKFN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Lakeland Financial Corp (LKFN) stake by 99% in Q2 2026, selling an estimated $15.2K and leaving 2 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Cornerstone Planning Group first reported a position in LKFN in Q4 2022 and has held it in 7 quarters since. The position peaked at $15.8K in Q1 2026. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of Lakeland Financial Corp worth $151 as of Q2 2026.
  • Cornerstone Planning Group sold 252 Lakeland Financial Corp shares in Q2 2026, an estimated $15.2K.
  • Lakeland Financial Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1816 holding.
  • Cornerstone Planning Group first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Lakeland Financial Corp position peaked at $15.8K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.