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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 – 673
2024
Q3 		$16.4K Buy
+252
New +$16.4K 0.01% 530

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.