Fuller & Thaler Asset Management
LKFN icon

Fuller & Thaler Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Fuller & Thaler Asset Management’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 		$18.8M Buy
328,082
+720
+0.2% +$42.2K 0.06% 278
2025
Q4 		$18.7M Sell
327,362
-2,001
-0.6% -$119K 0.06% 274
2025
Q3 		$21.1M Sell
329,363
-6,538
-2% -$424K 0.07% 263
2025
Q2 		$20.6M Buy
335,901
+52,295
+18% +$3.03M 0.08% 258
2025
Q1 		$16.9M Buy
283,606
+680
+0.2% +$44.6K 0.07% 268
2024
Q4 		$19.5M Sell
282,926
-7,799
-3% -$541K 0.07% 264
2024
Q3 		$18.9M Sell
290,725
-310
-0.1% -$20.2K 0.07% 259
2024
Q2 		$17.9M Sell
291,035
-87
-0% -$5.3K 0.08% 259
2024
Q1 		$19.3M Sell
291,122
-56,363
-16% -$3.64M 0.08% 242
2023
Q4 		$22.6M Sell
347,485
-1,519
-0.4% -$83.8K 0.11% 192
2023
Q3 		$16.6M Sell
349,004
-1,370
-0.4% -$70.8K 0.1% 198
2023
Q2 		$17M Sell
350,374
-89,283
-20% -$4.67M 0.1% 194
2023
Q1 		$27.5M Buy
439,657
+185,718
+73% +$13M 0.16% 160
2022
Q4 		$18.5M Buy
253,939
+12,442
+5% +$953K 0.12% 166
2022
Q3 		$17.6M Buy
241,497
+48,533
+25% +$3.62M 0.13% 166
2022
Q2 		$12.8M Buy
192,964
+53,538
+38% +$3.82M 0.09% 188
2022
Q1 		$10.2M Sell
139,426
-29,381
-17% -$2.35M 0.06% 234
2021
Q4 		$13.5M Buy
168,807
+16,024
+10% +$1.19M 0.08% 208
2021
Q3 		$10.9M Buy
152,783
+10,231
+7% +$665K 0.07% 220
2021
Q2 		$8.79M Buy
142,552
+42,120
+42% +$2.7M 0.06% 234
2021
Q1 		$6.95M Sell
100,432
-115,470
-53% -$7.58M 0.05% 245
2020
Q4 		$11.6M Sell
215,902
-80,705
-27% -$4.1M 0.11% 180
2020
Q3 		$12.2M Sell
296,607
-169,296
-36% -$7.66M 0.15% 144
2020
Q2 		$21.7M Sell
465,903
-23,132
-5% -$946K 0.28% 107
2020
Q1 		$18M Buy
489,035
+76,302
+18% +$3.32M 0.3% 103
2019
Q4 		$20.2M Sell
412,733
-17,836
-4% -$830K 0.23% 126
2019
Q3 		$18.9M Sell
430,569
-9,383
-2% -$415K 0.22% 122
2019
Q2 		$20.6M Sell
439,952
-29,386
-6% -$1.37M 0.24% 118
2019
Q1 		$21.2M Buy
469,338
+179,881
+62% +$8.2M 0.27% 111
2018
Q4 		$11.6M Buy
+289,457
New +$12.6M 0.17% 123

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

Fuller & Thaler Asset Management's LKFN Position: Q1 2026 in Review

Fuller & Thaler Asset Management increased its Lakeland Financial Corp (LKFN) stake by 0.22% in Q1 2026, buying an estimated $42.2K and bringing the position to 328,082 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #278.

Fuller & Thaler Asset Management first reported a position in LKFN in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.5M in Q1 2023. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Fuller & Thaler Asset Management held 328,082 shares of Lakeland Financial Corp worth $18.8M as of Q1 2026.
  • Fuller & Thaler Asset Management bought 720 Lakeland Financial Corp shares in Q1 2026, an estimated $42.2K.
  • Lakeland Financial Corp made up 0.06% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #278 holding.
  • Fuller & Thaler Asset Management first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 30 quarters since.
  • Fuller & Thaler Asset Management's Lakeland Financial Corp position peaked at $27.5M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.