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Essential Partners’s Lakeland Financial Corp LKFN Stock Holding History

Essential 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 		$11.5K Buy
187
+153
+450% +$9.22K 0.01% 1161
2026
Q1 		$1.95K Sell
34
-51
-60% -$2.99K ﹤0.01% 2013
2025
Q4 		$4.85K Sell
85
-172
-67% -$10.2K ﹤0.01% 1443
2025
Q3 		$16.5K Buy
257
+125
+95% +$8.11K 0.01% 962
2025
Q2 		$8.11K Buy
+132
New +$7.66K ﹤0.01% 905

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Essential Partners's LKFN Position: Q2 2026 in Review

Essential Partners increased its Lakeland Financial Corp (LKFN) stake by 450% in Q2 2026, buying an estimated $9.22K and bringing the position to 187 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #1161.

Essential Partners first reported a position in LKFN in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Essential Partners held 187 shares of Lakeland Financial Corp worth $11.5K as of Q2 2026.
  • Essential Partners bought 153 Lakeland Financial Corp shares in Q2 2026, an estimated $9.22K.
  • Lakeland Financial Corp made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1161 holding.
  • Essential Partners first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Lakeland Financial Corp position peaked at $16.5K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.