EverSource Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

EverSource Wealth Advisors’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	$23K	Buy	373 +120	+47%	+$7.23K	﹤0.01%	2331
2026 Q1	$14.5K	Sell	253 -120	-32%	-$7.04K	﹤0.01%	2706
2025 Q4	$21.3K	Sell	373 -274	-42%	-$16.3K	﹤0.01%	2346
2025 Q3	$41.5K	Buy	647 +17	+3%	+$1.1K	﹤0.01%	1837
2025 Q2	$38.7K	Buy	630 +582	+1,213%	+$33.8K	﹤0.01%	1790
2025 Q1	$2.85K	Buy	48 +41	+586%	+$2.69K	﹤0.01%	2753
2024 Q4	$481	Buy	+7	New	+$486	﹤0.01%	3211
2023 Q2	–	Sell	-26	Closed	-$1.63K	–	2553
2023 Q1	$1.63K	Hold	26	–	–	﹤0.01%	1999
2022 Q4	$1.9K	Hold	26	–	–	﹤0.01%	1923
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1688
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	1524
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	1541
2021 Q4	$2K	Buy	+26	New	+$1.94K	﹤0.01%	1571

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

EverSource Wealth Advisors's LKFN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lakeland Financial Corp (LKFN) stake by 47% in Q2 2026, buying an estimated $7.23K and bringing the position to 373 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

EverSource Wealth Advisors first reported a position in LKFN in Q4 2021 and has held it in 13 quarters since. The position peaked at $41.5K in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

EverSource Wealth Advisors held 373 shares of Lakeland Financial Corp worth $23K as of Q2 2026.
EverSource Wealth Advisors bought 120 Lakeland Financial Corp shares in Q2 2026, an estimated $7.23K.
Lakeland Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2331 holding.
EverSource Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Lakeland Financial Corp position peaked at $41.5K in Q3 2025.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.