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 Q3	$351K	Buy	6,084 +32	+0.5%	+$1.95K	0.01%	574
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

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CX Institutional's LKFN Position: Q3 2026 in Review

CX Institutional increased its Lakeland Financial Corp (LKFN) stake by 0.53% in Q3 2026, buying an estimated $1.95K and bringing the position to 6,084 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #574.

CX Institutional first reported a position in LKFN in Q3 2024 and has held it in 9 quarters since. The position peaked at $413K in Q4 2024. 37 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

CX Institutional held 6,084 shares of Lakeland Financial Corp worth $351K as of Q3 2026.
CX Institutional bought 32 Lakeland Financial Corp shares in Q3 2026, an estimated $1.95K.
Lakeland Financial Corp made up 0.01% of CX Institutional's portfolio in Q3 2026, its #574 holding.
CX Institutional first reported a position in Lakeland Financial Corp in Q3 2024 and has held it in 9 quarters since.
CX Institutional's Lakeland Financial Corp position peaked at $413K in Q4 2024.
37 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.