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Cresset Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-6,152
Closed -$401K – 2010
2024
Q3 		$401K Buy
6,152
+141
+2% +$9.18K ﹤0.01% 1650
2024
Q2 		$370K Buy
6,011
+261
+5% +$15.9K ﹤0.01% 1601
2024
Q1 		$381K Buy
5,750
+207
+4% +$13.4K ﹤0.01% 1469
2023
Q4 		$361K Buy
5,543
+385
+7% +$21.2K ﹤0.01% 1403
2023
Q3 		$245K Buy
5,158
+554
+12% +$28.6K ﹤0.01% 1532
2023
Q2 		$223K Buy
+4,604
New +$241K ﹤0.01% 1680
2021
Q4 		– Sell
-4,208
Closed -$300K – 1217
2021
Q3 		$300K Buy
4,208
+46
+1% +$2.99K ﹤0.01% 848
2021
Q2 		$257K Sell
4,162
-27
-0.6% -$1.73K ﹤0.01% 844
2021
Q1 		$290K Sell
4,189
-137
-3% -$8.99K ﹤0.01% 692
2020
Q4 		$232K Buy
+4,326
New +$220K ﹤0.01% 651
2020
Q3 		– Sell
-4,501
Closed -$210K – 728
2020
Q2 		$210K Buy
+4,501
New +$184K ﹤0.01% 592
2020
Q1 		– Sell
-4,413
Closed -$216K – 653
2019
Q4 		$216K Buy
+4,413
New +$205K 0.01% 538
2019
Q2 		– Sell
-554
Closed -$25K – 1137
2019
Q1 		$25K Buy
+554
New +$25.3K ﹤0.01% 959

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cresset Asset Management's LKFN Position: Q4 2024 in Review

Cresset Asset Management sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 6,152 shares — an estimated $401K sold.

Cresset Asset Management first reported a position in LKFN in Q1 2019 and held it in 13 quarters. The position peaked at $401K in Q3 2024. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

  • Cresset Asset Management reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 6,152 Lakeland Financial Corp shares in Q4 2024, an estimated $401K.
  • Cresset Asset Management first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 13 quarters.
  • Cresset Asset Management's Lakeland Financial Corp position peaked at $401K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.