Destiny Wealth Partners’s Lakeland Financial Corp LKFN Stock Holding History

Destiny Wealth Partners’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	–	Sell	-195	Closed	-$11.2K	–	684
2026 Q1	$11.2K	Buy	+195	New	+$11.4K	﹤0.01%	899
2022 Q4	–	Sell	-37	Closed	-$3K	–	700
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	519
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	566
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	483
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	500
2021 Q3	$3K	Buy	+37	New	+$2.41K	﹤0.01%	479
2021 Q2	–	Sell	-37	Closed	-$3K	–	361
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	498
2020 Q4	$2K	Buy	+37	New	+$1.88K	﹤0.01%	485

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

Destiny Wealth Partners's LKFN Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 195 shares — an estimated $11.2K sold.

Destiny Wealth Partners first reported a position in LKFN in Q4 2020 and held it in 8 quarters. The position peaked at $11.2K in Q1 2026. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Destiny Wealth Partners reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 195 Lakeland Financial Corp shares in Q2 2026, an estimated $11.2K.
Destiny Wealth Partners first reported a position in Lakeland Financial Corp in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Lakeland Financial Corp position peaked at $11.2K in Q1 2026.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.