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GAMMA Investing’s Lakeland Financial Corp LKFN Stock Holding History

GAMMA Investing’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
Q3 		$112K Buy
1,934
+245
+15% +$14.9K ﹤0.01% 1803
2026
Q2 		$104K Buy
1,689
+250
+17% +$15.1K ﹤0.01% 1781
2026
Q1 		$82.6K Sell
1,439
-349
-20% -$20.5K ﹤0.01% 1815
2025
Q4 		$102K Buy
1,788
+118
+7% +$7.01K 0.01% 1567
2025
Q3 		$107K Buy
1,670
+747
+81% +$48.5K 0.01% 1452
2025
Q2 		$56.7K Sell
923
-162
-15% -$9.4K ﹤0.01% 1846
2025
Q1 		$64.5K Buy
1,085
+408
+60% +$26.8K ﹤0.01% 1607
2024
Q4 		$46.6K Buy
677
+37
+6% +$2.57K ﹤0.01% 1714
2024
Q3 		$41.7K Buy
640
+235
+58% +$15.3K ﹤0.01% 1629
2024
Q2 		$24.9K Sell
405
-56
-12% -$3.41K ﹤0.01% 1698
2024
Q1 		$30.6K Sell
461
-438
-49% -$28.3K 0.01% 1357
2023
Q4 		$60.2K Buy
+899
New +$49.6K 0.02% 794

Other funds holding LKFN

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's LKFN Position: Q3 2026 in Review

GAMMA Investing increased its Lakeland Financial Corp (LKFN) stake by 15% in Q3 2026, buying an estimated $14.9K and bringing the position to 1,934 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

GAMMA Investing first reported a position in LKFN in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • GAMMA Investing held 1,934 shares of Lakeland Financial Corp worth $112K as of Q3 2026.
  • GAMMA Investing bought 245 Lakeland Financial Corp shares in Q3 2026, an estimated $14.9K.
  • Lakeland Financial Corp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1803 holding.
  • GAMMA Investing first reported a position in Lakeland Financial Corp in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.