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EntryPoint Capital’s Lakeland Financial Corp LKFN Stock Holding History

EntryPoint Capital’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
2025
Q2 		– Sell
-3,929
Closed -$234K – 720
2025
Q1 		$234K Buy
+3,929
New +$258K 0.11% 461
2024
Q2 		– Sell
-745
Closed -$49.4K – 1303
2024
Q1 		$49.4K Sell
745
-311
-29% -$20.1K 0.04% 769
2023
Q4 		$68.8K Buy
+1,056
New +$58.2K 0.07% 566

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

EntryPoint Capital's LKFN Position: Q2 2025 in Review

EntryPoint Capital sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 3,929 shares — an estimated $234K sold.

EntryPoint Capital first reported a position in LKFN in Q4 2023 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

  • EntryPoint Capital reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
  • EntryPoint Capital sold 3,929 Lakeland Financial Corp shares in Q2 2025, an estimated $234K.
  • EntryPoint Capital first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 3 quarters.
  • EntryPoint Capital's Lakeland Financial Corp position peaked at $234K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.