GRP
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Global Retirement Partners’s Lakeland Financial Corp LKFN Stock Holding History

Global Retirement 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
2025
Q4 		$56.8K Buy
996
+541
+119% +$32.2K ﹤0.01% 2280
2025
Q3 		$29.2K Buy
455
+3
+0.7% +$195 ﹤0.01% 2205
2025
Q2 		$27.8K Buy
+452
New +$26.2K ﹤0.01% 2106
2024
Q4 		$23.8K Buy
346
+152
+78% +$10.5K ﹤0.01% 1999
2024
Q3 		$12.6K Buy
194
+13
+7% +$846 ﹤0.01% 2197
2024
Q2 		$11.1K Sell
181
-22
-11% -$1.34K ﹤0.01% 2274
2024
Q1 		$13.5K Sell
203
-21
-9% -$1.36K ﹤0.01% 1984
2023
Q4 		$13.8K Sell
224
-130
-37% -$7.17K ﹤0.01% 1929
2023
Q3 		$16.6K Buy
354
+33
+10% +$1.71K ﹤0.01% 1726
2023
Q2 		$15.6K Buy
321
+319
+15,950% +$16.7K ﹤0.01% 1786
2023
Q1 		$95 Buy
+2
New +$140 ﹤0.01% 3126
2022
Q4 		– Sell
-5
Closed – – 3064
2022
Q3 		$0 Buy
+5
New +$373 ﹤0.01% 2855

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Global Retirement Partners's LKFN Position: Q4 2025 in Review

Global Retirement Partners increased its Lakeland Financial Corp (LKFN) stake by 119% in Q4 2025, buying an estimated $32.2K and bringing the position to 996 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Global Retirement Partners first reported a position in LKFN in Q3 2022 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Global Retirement Partners held 996 shares of Lakeland Financial Corp worth $56.8K as of Q4 2025.
  • Global Retirement Partners bought 541 Lakeland Financial Corp shares in Q4 2025, an estimated $32.2K.
  • Lakeland Financial Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2280 holding.
  • Global Retirement Partners first reported a position in Lakeland Financial Corp in Q3 2022 and has held it in 12 quarters since.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.