C
LKFN icon

Covestor’s Lakeland Financial Corp LKFN Stock Holding History

Covestor’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
Q1 		$1K Buy
12
+3
+33% +$176 ﹤0.01% 2077
2025
Q4 		$1K Buy
9
+2
+29% +$119 ﹤0.01% 2103
2025
Q3 		$0 Sell
7
-3
-30% -$195 ﹤0.01% 2537
2025
Q2 		$1K Hold
10
– – ﹤0.01% 2039
2025
Q1 		$1K Sell
10
-1
-9% -$66 ﹤0.01% 2025
2024
Q4 		$1K Buy
11
+3
+38% +$208 ﹤0.01% 2074
2024
Q3 		$1K Sell
8
-6
-43% -$391 ﹤0.01% 2026
2024
Q2 		$1K Buy
14
+12
+600% +$731 ﹤0.01% 2044
2024
Q1 		$0 Sell
2
-2,002
-100% -$129K ﹤0.01% 2512
2023
Q4 		$131K Sell
2,004
-6
-0.3% -$331 0.09% 326
2023
Q3 		$95K Buy
2,010
+102
+5% +$5.27K 0.07% 447
2023
Q2 		$93K Buy
1,908
+423
+28% +$22.1K 0.07% 488
2023
Q1 		$93K Buy
1,485
+186
+14% +$13K 0.08% 416
2022
Q4 		$95K Buy
1,299
+1,288
+11,709% +$98.6K 0.08% 412
2022
Q3 		$1K Buy
11
+3
+38% +$224 ﹤0.01% 1814
2022
Q2 		$1K Sell
8
-5
-38% -$357 ﹤0.01% 1757
2022
Q1 		$1K Sell
13
-4
-24% -$319 ﹤0.01% 1874
2021
Q4 		$1K Buy
+17
New +$1.27K ﹤0.01% 1818

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Covestor's LKFN Position: Q1 2026 in Review

Covestor increased its Lakeland Financial Corp (LKFN) stake by 33% in Q1 2026, buying an estimated $176 and bringing the position to 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Covestor first reported a position in LKFN in Q4 2021 and has held it in 18 quarters since. The position peaked at $131K in Q4 2023. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Covestor held 12 shares of Lakeland Financial Corp worth $1K as of Q1 2026.
  • Covestor bought 3 Lakeland Financial Corp shares in Q1 2026, an estimated $176.
  • Lakeland Financial Corp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2077 holding.
  • Covestor first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Lakeland Financial Corp position peaked at $131K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.