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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
Q2 		$1K Buy
15
+3
+25% +$181 ﹤0.01% 2222
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 $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

Covestor's LKFN Position: Q2 2026 in Review

Covestor increased its Lakeland Financial Corp (LKFN) stake by 25% in Q2 2026, buying an estimated $181 and bringing the position to 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Covestor first reported a position in LKFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $131K in Q4 2023. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Covestor held 15 shares of Lakeland Financial Corp worth $1K as of Q2 2026.
  • Covestor bought 3 Lakeland Financial Corp shares in Q2 2026, an estimated $181.
  • Lakeland Financial Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2222 holding.
  • Covestor first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Lakeland Financial Corp position peaked at $131K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.