Creative Financial Designs’s Lakeland Financial Corp LKFN Stock Holding History

Creative Financial Designs’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	$22.5K	Hold	392	–	–	﹤0.01%	1167
2025 Q4	$22.4K	Hold	392	–	–	﹤0.01%	1123
2025 Q3	$25.2K	Hold	392	–	–	﹤0.01%	1078
2025 Q2	$24.1K	Hold	392	–	–	﹤0.01%	1080
2025 Q1	$23.3K	Hold	392	–	–	﹤0.01%	1039
2024 Q4	$27K	Hold	392	–	–	﹤0.01%	970
2024 Q3	$25.5K	Hold	392	–	–	﹤0.01%	973
2024 Q2	$24.1K	Hold	392	–	–	﹤0.01%	955
2024 Q1	$26K	Hold	392	–	–	﹤0.01%	903
2023 Q4	$25.5K	Hold	392	–	–	﹤0.01%	853
2023 Q3	$18.6K	Hold	392	–	–	﹤0.01%	872
2023 Q2	$19K	Hold	392	–	–	﹤0.01%	859
2023 Q1	$24.6K	Hold	392	–	–	﹤0.01%	762
2022 Q4	$28.6K	Hold	392	–	–	﹤0.01%	678
2022 Q3	$29K	Hold	392	–	–	﹤0.01%	652
2022 Q2	$26K	Hold	392	–	–	﹤0.01%	678
2022 Q1	$29K	Sell	392 -30	-7%	-$2.4K	﹤0.01%	688
2021 Q4	$34K	Hold	422	–	–	0.01%	646
2021 Q3	$30K	Hold	422	–	–	0.01%	753
2021 Q2	$26K	Hold	422	–	–	﹤0.01%	781
2021 Q1	$29K	Hold	422	–	–	0.01%	691
2020 Q4	$23K	Hold	422	–	–	﹤0.01%	689
2020 Q3	$17K	Hold	422	–	–	﹤0.01%	692
2020 Q2	$20K	Hold	422	–	–	0.01%	604
2020 Q1	$16K	Hold	422	–	–	0.01%	312
2019 Q4	$21K	Hold	422	–	–	0.01%	325
2019 Q3	$18K	Hold	422	–	–	0.01%	346
2019 Q2	$19K	Hold	422	–	–	0.01%	327
2019 Q1	$19K	Hold	422	–	–	0.01%	311
2018 Q4	$17K	Hold	422	–	–	0.01%	298
2018 Q3	$20K	Hold	422	–	–	0.01%	334
2018 Q2	$20K	Hold	422	–	–	0.01%	361
2018 Q1	$20K	Hold	422	–	–	0.01%	328
2017 Q4	$20K	Hold	422	–	–	0.01%	316
2017 Q3	$21K	Hold	422	–	–	0.01%	329
2017 Q2	$19K	Hold	422	–	–	0.01%	337
2017 Q1	$18K	Sell	422 -10	-2%	-$447	0.01%	335
2016 Q4	$20K	Buy	+432	New	+$17.6K	0.02%	320

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Creative Financial Designs's LKFN Position: Q1 2026 in Review

Creative Financial Designs held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 392 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Creative Financial Designs first reported a position in LKFN in Q4 2016 and has held it in 38 quarters since. The position peaked at $34K in Q4 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Creative Financial Designs held 392 shares of Lakeland Financial Corp worth $22.5K as of Q1 2026.
Creative Financial Designs left its Lakeland Financial Corp share count unchanged in Q1 2026.
Lakeland Financial Corp made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1167 holding.
Creative Financial Designs first reported a position in Lakeland Financial Corp in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's Lakeland Financial Corp position peaked at $34K in Q4 2021.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.