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Fortitude Family Office’s Lakeland Financial Corp LKFN Stock Holding History

Fortitude Family Office’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 		$185 Hold
3
– – ﹤0.01% 2123
2026
Q1 		$172 Buy
3
+1
+50% +$59 ﹤0.01% 1850
2025
Q4 		$114 Sell
2
-1
-33% -$59 ﹤0.01% 1888
2025
Q3 		$193 Hold
3
– – ﹤0.01% 1926
2025
Q2 		$184 Buy
+3
New +$174 ﹤0.01% 1971

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

Fortitude Family Office's LKFN Position: Q2 2026 in Review

Fortitude Family Office held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 3 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Fortitude Family Office first reported a position in LKFN in Q2 2025 and has held it in 5 quarters since. The position peaked at $193 in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Fortitude Family Office held 3 shares of Lakeland Financial Corp worth $185 as of Q2 2026.
  • Fortitude Family Office left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2123 holding.
  • Fortitude Family Office first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Lakeland Financial Corp position peaked at $193 in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.