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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
2026
Q2 		$37.9K Buy
+614
New +$37K ﹤0.01% 2697
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 $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 $3.38T AUM 44.17% 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

Global Retirement Partners's LKFN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 614 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LKFN as recently as Q4 2025.

Global Retirement Partners first reported a position in LKFN in Q3 2022 and has held it in 13 quarters since. The position peaked at $56.8K in Q4 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Global Retirement Partners held 614 shares of Lakeland Financial Corp worth $37.9K as of Q2 2026.
  • Lakeland Financial Corp was a new Global Retirement Partners position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2697 holding.
  • Global Retirement Partners first reported a position in Lakeland Financial Corp in Q3 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's Lakeland Financial Corp position peaked at $56.8K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.