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Golden State Equity Partners’s Lakeland Financial Corp LKFN Stock Holding History

Golden State Equity 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
2024
Q4 		– Sell
-252
Closed -$16.4K – 677
2024
Q3 		$16.4K Buy
+252
New +$16.4K ﹤0.01% 660

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Equity Partners's LKFN Position: Q4 2024 in Review

Golden State Equity Partners sold out of Lakeland Financial Corp (LKFN) in Q4 2024, closing a stake of 252 shares — an estimated $16.4K sold.

Golden State Equity Partners first reported a position in LKFN in Q3 2024 and held it in 1 quarter. The position peaked at $16.4K in Q3 2024. 231 funds tracked by Wall St. Rank hold LKFN as of Q4 2024.

  • Golden State Equity Partners reported no remaining Lakeland Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 252 Lakeland Financial Corp shares in Q4 2024, an estimated $16.4K.
  • Golden State Equity Partners first reported a position in Lakeland Financial Corp in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Lakeland Financial Corp position peaked at $16.4K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.