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Gilpin Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Gilpin Wealth 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
Q2 		$309 Buy
5
+1
+25% +$60 ﹤0.01% 818
2026
Q1 		$230 Buy
4
+3
+300% +$176 ﹤0.01% 829
2025
Q4 		$58 Buy
+1
New +$59 ﹤0.01% 934

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

Gilpin Wealth Management's LKFN Position: Q2 2026 in Review

Gilpin Wealth Management increased its Lakeland Financial Corp (LKFN) stake by 25% in Q2 2026, buying an estimated $60 and bringing the position to 5 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Gilpin Wealth Management first reported a position in LKFN in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of Lakeland Financial Corp worth $309 as of Q2 2026.
  • Gilpin Wealth Management bought 1 Lakeland Financial Corp share in Q2 2026, an estimated $60.
  • Lakeland Financial Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #818 holding.
  • Gilpin Wealth Management first reported a position in Lakeland Financial Corp in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.