CX Institutional’s Lakeland Financial Corp LKFN Stock Holding History

CX Institutional’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	$374K	Hold	6,052	–	–	0.01%	548
2026 Q1	$347K	Hold	6,052	–	–	0.01%	561
2025 Q4	$345K	Buy	6,052 +52	+0.9%	+$3.09K	0.01%	528
2025 Q3	$385K	Hold	6,000	–	–	0.01%	501
2025 Q2	$369K	Hold	6,000	–	–	0.01%	447
2025 Q1	$357K	Hold	6,000	–	–	0.01%	445
2024 Q4	$413K	Hold	6,000	–	–	0.02%	377
2024 Q3	$391K	Buy	+6,000	New	+$391K	0.02%	413

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CX Institutional's LKFN Position: Q2 2026 in Review

CX Institutional held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 6,052 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #548.

CX Institutional first reported a position in LKFN in Q3 2024 and has held it in 8 quarters since. The position peaked at $413K in Q4 2024. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

CX Institutional held 6,052 shares of Lakeland Financial Corp worth $374K as of Q2 2026.
CX Institutional left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up 0.01% of CX Institutional's portfolio in Q2 2026, its #548 holding.
CX Institutional first reported a position in Lakeland Financial Corp in Q3 2024 and has held it in 8 quarters since.
CX Institutional's Lakeland Financial Corp position peaked at $413K in Q4 2024.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.