FMWA
LKFN icon

Forvis Mazars Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Forvis Mazars 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
Q1 		$673K Sell
11,722
-36
-0.3% -$2.11K 0.01% 249
2025
Q4 		$671K Hold
11,758
– – 0.01% 249
2025
Q3 		$755K Sell
11,758
-64
-0.5% -$4.15K 0.02% 235
2025
Q2 		$726K Hold
11,822
– – 0.02% 235
2025
Q1 		$703K Sell
11,822
-57,053
-83% -$3.74M 0.02% 238
2024
Q4 		$4.74M Buy
68,875
+255
+0.4% +$17.7K 0.11% 93
2024
Q3 		$4.47M Buy
68,620
+56,798
+480% +$3.7M 0.1% 100
2024
Q2 		$727K Hold
11,822
– – 0.02% 235
2024
Q1 		$784K Hold
11,822
– – 0.02% 237
2023
Q4 		$770K Hold
11,822
– – 0.02% 230
2023
Q3 		$561K Sell
11,822
-55,435
-82% -$2.87M 0.02% 254
2023
Q2 		$3.26M Buy
67,257
+3,725
+6% +$195K 0.1% 128
2023
Q1 		$3.98M Buy
63,532
+214
+0.3% +$14.9K 0.13% 98
2022
Q4 		$4.62M Sell
63,318
-137
-0.2% -$10.5K 0.16% 88
2022
Q3 		$4.62M Buy
63,455
+175
+0.3% +$13K 0.19% 83
2022
Q2 		$4.2M Buy
63,280
+179
+0.3% +$12.8K 0.17% 78
2022
Q1 		$4.61M Buy
63,101
+157
+0.2% +$12.5K 0.2% 57
2021
Q4 		$5.04M Buy
62,944
+149
+0.2% +$11.1K 0.21% 51
2021
Q3 		$4.47M Buy
62,795
+155
+0.2% +$10.1K 0.21% 55
2021
Q2 		$3.86M Buy
62,640
+167
+0.3% +$10.7K 0.18% 57
2021
Q1 		$4.32M Buy
62,473
+173
+0.3% +$11.4K 0.21% 49
2020
Q4 		$3.34M Buy
62,300
+11,137
+22% +$566K 0.17% 66
2020
Q3 		$2.11M Buy
51,163
+203
+0.4% +$9.18K 0.12% 87
2020
Q2 		$2.37M Buy
50,960
+91
+0.2% +$3.72K 0.15% 72
2020
Q1 		$1.87M Sell
50,869
-224
-0.4% -$9.74K 0.15% 69
2019
Q4 		$2.5M Buy
51,093
+470
+0.9% +$21.9K 0.18% 71
2019
Q3 		$2.23M Sell
50,623
-907
-2% -$40.1K 0.18% 73
2019
Q2 		$2.41M Buy
51,530
+7,324
+17% +$341K 0.2% 68
2019
Q1 		$2M Buy
44,206
+30,454
+221% +$1.39M 0.17% 76
2018
Q4 		$552K Sell
13,752
-27,101
-66% -$1.18M 0.06% 128
2018
Q3 		$1.9M Buy
40,853
+4,216
+12% +$206K 0.17% 75
2018
Q2 		$1.77M Buy
36,637
+138
+0.4% +$6.71K 0.17% 78
2018
Q1 		$1.69M Buy
36,499
+7,278
+25% +$349K 0.17% 77
2017
Q4 		$1.42M Buy
29,221
+9,816
+51% +$480K 0.14% 83
2017
Q3 		$945K Buy
19,405
+79
+0.4% +$3.57K 0.1% 94
2017
Q2 		$887K Buy
19,326
+4,558
+31% +$203K 0.1% 100
2017
Q1 		$637K Buy
14,768
+17
+0.1% +$760 0.08% 108
2016
Q4 		$699K Buy
+14,751
New +$602K 0.09% 98

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Forvis Mazars Wealth Advisors's LKFN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Lakeland Financial Corp (LKFN) stake by 0.31% in Q1 2026, selling an estimated $2.11K and leaving 11,722 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #249.

Forvis Mazars Wealth Advisors first reported a position in LKFN in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.04M in Q4 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 11,722 shares of Lakeland Financial Corp worth $673K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 36 Lakeland Financial Corp shares in Q1 2026, an estimated $2.11K.
  • Lakeland Financial Corp made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2016 and has held it in 38 quarters since.
  • Forvis Mazars Wealth Advisors's Lakeland Financial Corp position peaked at $5.04M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.