Engineers Gate Manager’s Lakeland Financial Corp LKFN Stock Holding History

Engineers Gate Manager’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	–	Sell	-10,040	Closed	-$573K	–	2396
2025 Q4	$573K	Buy	10,040 +3,235	+48%	+$192K	0.01%	1294
2025 Q3	$437K	Buy	6,805 +2,675	+65%	+$174K	0.01%	1574
2025 Q2	$254K	Buy	+4,130	New	+$240K	﹤0.01%	1803
2023 Q3	–	Sell	-6,151	Closed	-$298K	–	1958
2023 Q2	$298K	Buy	+6,151	New	+$322K	0.01%	1310
2019 Q4	–	Sell	-4,818	Closed	-$212K	–	1744
2019 Q3	$212K	Buy	+4,818	New	+$213K	0.01%	1178
2019 Q1	–	Sell	-5,698	Closed	-$229K	–	1037
2018 Q4	$229K	Sell	5,698 -2,011	-26%	-$87.4K	0.02%	716
2018 Q3	$358K	Buy	+7,709	New	+$377K	0.03%	610
2018 Q1	–	Sell	-10,696	Closed	-$519K	–	894
2017 Q4	$519K	Buy	+10,696	New	+$523K	0.04%	586

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

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

SAM

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Engineers Gate Manager's LKFN Position: Q1 2026 in Review

Engineers Gate Manager sold out of Lakeland Financial Corp (LKFN) in Q1 2026, closing a stake of 10,040 shares — an estimated $573K sold.

Engineers Gate Manager first reported a position in LKFN in Q4 2017 and held it in 8 quarters. The position peaked at $573K in Q4 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Engineers Gate Manager reported no remaining Lakeland Financial Corp position as of Q1 2026 after selling out during the quarter.
Engineers Gate Manager sold 10,040 Lakeland Financial Corp shares in Q1 2026, an estimated $573K.
Engineers Gate Manager first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 8 quarters.
Engineers Gate Manager's Lakeland Financial Corp position peaked at $573K in Q4 2025.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.