First Merchants Corp’s Lakeland Financial Corp LKFN Stock Holding History

First Merchants Corp’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	$216K	Hold	3,500	–	–	0.01%	329
2026 Q1	$201K	Buy	+3,500	New	+$205K	0.01%	333
2025 Q4	–	Sell	-3,500	Closed	-$225K	–	371
2025 Q3	$225K	Hold	3,500	–	–	0.01%	334
2025 Q2	$215K	Hold	3,500	–	–	0.01%	335
2025 Q1	$208K	Hold	3,500	–	–	0.01%	351
2024 Q4	$241K	Hold	3,500	–	–	0.01%	359
2024 Q3	$228K	Hold	3,500	–	–	0.01%	366
2024 Q2	$215K	Buy	+3,500	New	+$213K	0.01%	344

Other funds holding LKFN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return