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Golden State Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Golden State 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
2025
Q4 		– Sell
-93
Closed -$5.97K – 1730
2025
Q3 		$5.97K Hold
93
– – ﹤0.01% 1214
2025
Q2 		$5.71K Hold
93
– – ﹤0.01% 1201
2025
Q1 		$5.53K Hold
93
– – ﹤0.01% 1152
2024
Q4 		$6.39K Buy
+93
New +$6.45K ﹤0.01% 1069

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

Golden State Wealth Management's LKFN Position: Q4 2025 in Review

Golden State Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 93 shares — an estimated $5.97K sold.

Golden State Wealth Management first reported a position in LKFN in Q4 2024 and held it in 4 quarters. The position peaked at $6.39K in Q4 2024. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Golden State Wealth Management reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 93 Lakeland Financial Corp shares in Q4 2025, an estimated $5.97K.
  • Golden State Wealth Management first reported a position in Lakeland Financial Corp in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Lakeland Financial Corp position peaked at $6.39K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.