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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
Q3 		$173 Sell
3
-2
-40% -$122 ﹤0.01% 1167
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

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's LKFN Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Lakeland Financial Corp (LKFN) stake by 40% in Q3 2026, selling an estimated $122 and leaving 3 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Gilpin Wealth Management first reported a position in LKFN in Q4 2025 and has held it in 4 quarters since. The position peaked at $309 in Q2 2026. 9 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of Lakeland Financial Corp worth $173 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Lakeland Financial Corp shares in Q3 2026, an estimated $122.
  • Lakeland Financial Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1167 holding.
  • Gilpin Wealth Management first reported a position in Lakeland Financial Corp in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Lakeland Financial Corp position peaked at $309 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.