FGP
LKFN icon

Freestone Grove Partners’s Lakeland Financial Corp LKFN Stock Holding History

Freestone Grove Partners’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 		$562K Buy
9,103
+2,656
+41% +$160K ﹤0.01% 636
2026
Q1 		$370K Buy
+6,447
New +$378K ﹤0.01% 652

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

Freestone Grove Partners's LKFN Position: Q2 2026 in Review

Freestone Grove Partners increased its Lakeland Financial Corp (LKFN) stake by 41% in Q2 2026, buying an estimated $160K and bringing the position to 9,103 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Freestone Grove Partners first reported a position in LKFN in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Freestone Grove Partners held 9,103 shares of Lakeland Financial Corp worth $562K as of Q2 2026.
  • Freestone Grove Partners bought 2,656 Lakeland Financial Corp shares in Q2 2026, an estimated $160K.
  • Lakeland Financial Corp made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #636 holding.
  • Freestone Grove Partners first reported a position in Lakeland Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.