FFA
LKFN icon

Fi3 Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Fi3 Financial 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 		$668K Sell
2,213
-7,469
-77% -$450K 0.16% 69
2026
Q1 		$556K Sell
9,682
-1,501
-13% -$88K 0.16% 73
2025
Q4 		$638K Sell
11,183
-102
-0.9% -$6.06K 0.2% 50
2025
Q3 		$725K Buy
11,285
+53
+0.5% +$3.44K 0.24% 38
2025
Q2 		$690K Buy
11,232
+224
+2% +$13K 0.25% 39
2025
Q1 		$654K Buy
11,008
+10
+0.1% +$656 0.27% 38
2024
Q4 		$756K Sell
10,998
-63
-0.6% -$4.37K 0.28% 36
2024
Q3 		$720K Sell
11,061
-844
-7% -$54.9K 0.29% 33
2024
Q2 		$732K Hold
11,905
– – 0.32% 31
2024
Q1 		$729K Sell
11,905
-875
-7% -$56.5K 0.34% 29
2023
Q4 		$833K Sell
12,780
-2,008
-14% -$111K 0.4% 29
2023
Q3 		$702K Sell
14,788
-1,026
-6% -$53K 0.38% 30
2023
Q2 		$767K Sell
15,814
-1,045
-6% -$54.7K 0.4% 26
2023
Q1 		$1.06M Sell
16,859
-3,162
-16% -$221K 0.56% 24
2022
Q4 		$1.46M Sell
20,021
-3,162
-14% -$242K 0.84% 19
2022
Q3 		$1.69M Sell
23,183
-1,972
-8% -$147K 1.54% 11
2022
Q2 		$1.66M Buy
25,155
+135
+0.5% +$9.63K 1.37% 14
2022
Q1 		$1.83M Buy
25,020
+772
+3% +$61.7K 1.42% 12
2021
Q4 		$1.94M Buy
24,248
+111
+0.5% +$8.27K 1.27% 14
2021
Q3 		$1.72M Buy
24,137
+120
+0.5% +$7.8K 1.14% 14
2021
Q2 		$1.62M Buy
24,017
+770
+3% +$49.3K 1.11% 14
2021
Q1 		$1.61M Buy
+23,247
New +$1.53M 1.38% 14

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 $3.37T AUM 44.26% 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

Fi3 Financial Advisors's LKFN Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Lakeland Financial Corp (LKFN) stake by 77% in Q2 2026, selling an estimated $450K and leaving 2,213 shares worth $668K. The position accounts for 0.16% of the portfolio, ranked #69.

Fi3 Financial Advisors first reported a position in LKFN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.94M in Q4 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Fi3 Financial Advisors held 2,213 shares of Lakeland Financial Corp worth $668K as of Q2 2026.
  • Fi3 Financial Advisors sold 7,469 Lakeland Financial Corp shares in Q2 2026, an estimated $450K.
  • Lakeland Financial Corp made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Fi3 Financial Advisors first reported a position in Lakeland Financial Corp in Q1 2021 and has held it in 22 quarters since.
  • Fi3 Financial Advisors's Lakeland Financial Corp position peaked at $1.94M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.