Franklin Resources
LKFN icon

Franklin Resources’s Lakeland Financial Corp LKFN Stock Holding History

Franklin Resources’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
2021
Q3 		– Sell
-603,779
Closed -$37.2M – 2480
2021
Q2 		$37.2M Sell
603,779
-189,526
-24% -$12.1M 0.01% 725
2021
Q1 		$54.9M Sell
793,305
-362,696
-31% -$23.8M 0.02% 594
2020
Q4 		$61.9M Sell
1,156,001
-215,501
-16% -$11M 0.03% 531
2020
Q3 		$56.5M Sell
1,371,502
-264,998
-16% -$12M 0.03% 519
2020
Q2 		$74.3M Sell
1,636,500
-196,730
-11% -$8.05M 0.04% 454
2020
Q1 		$67.4M Buy
1,833,230
+9,900
+0.5% +$430K 0.05% 392
2019
Q4 		$89.2M Hold
1,823,330
– – 0.05% 404
2019
Q3 		$80.2M Hold
1,823,330
– – 0.04% 417
2019
Q2 		$85.4M Sell
1,823,330
-5,300
-0.3% -$247K 0.05% 421
2019
Q1 		$82.7M Buy
1,828,630
+150,070
+9% +$6.84M 0.04% 414
2018
Q4 		$67.4M Sell
1,678,560
-128,037
-7% -$5.57M 0.04% 426
2018
Q3 		$84M Hold
1,806,597
– – 0.04% 414
2018
Q2 		$87.1M Sell
1,806,597
-100
-0% -$4.86K 0.04% 405
2018
Q1 		$83.5M Sell
1,806,697
-38,802
-2% -$1.86M 0.04% 406
2017
Q4 		$89.5M Sell
1,845,499
-67
-0% -$3.28K 0.04% 396
2017
Q3 		$89.9M Sell
1,845,566
-102,549
-5% -$4.63M 0.04% 389
2017
Q2 		$89.4M Buy
1,948,115
+31,765
+2% +$1.41M 0.04% 389
2017
Q1 		$82.6M Buy
1,916,350
+116,000
+6% +$5.18M 0.04% 400
2016
Q4 		$85.3M Buy
1,800,350
+3,700
+0.2% +$151K 0.04% 384
2016
Q3 		$63.6M Buy
1,796,650
+139,900
+8% +$4.83M 0.03% 456
2016
Q2 		$51.9M Buy
1,656,750
+621,000
+60% +$19.5M 0.03% 506
2016
Q1 		$31.6M Buy
1,035,750
+172,650
+20% +$5M 0.02% 674
2015
Q4 		$26.8M Buy
863,100
+822,159
+2,008% +$25.6M 0.01% 745
2015
Q3 		$1.23M Buy
+40,941
New +$1.15M ﹤0.01% 1355

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Franklin Resources's LKFN Position: Q3 2021 in Review

Franklin Resources sold out of Lakeland Financial Corp (LKFN) in Q3 2021, closing a stake of 603,779 shares — an estimated $37.2M sold.

Franklin Resources first reported a position in LKFN in Q3 2015 and held it in 24 quarters. The position peaked at $89.9M in Q3 2017. 179 funds tracked by Wall St. Rank hold LKFN as of Q3 2021.

  • Franklin Resources reported no remaining Lakeland Financial Corp position as of Q3 2021 after selling out during the quarter.
  • Franklin Resources sold 603,779 Lakeland Financial Corp shares in Q3 2021, an estimated $37.2M.
  • Franklin Resources first reported a position in Lakeland Financial Corp in Q3 2015 and held it in 24 quarters.
  • Franklin Resources's Lakeland Financial Corp position peaked at $89.9M in Q3 2017.
  • 179 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2021.

Based on Franklin Resources's 13F filing for Q3 2021, filed 12 Nov 2021.