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Harbour Investments’s Lakeland Financial Corp LKFN Stock Holding History

Harbour Investments’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
Q1 		$12.5K Sell
217
-1,778
-89% -$104K ﹤0.01% 3141
2025
Q4 		$114K Buy
1,995
+2
+0.1% +$119 ﹤0.01% 1571
2025
Q3 		$128K Buy
1,993
+2
+0.1% +$130 ﹤0.01% 1460
2025
Q2 		$122K Buy
1,991
+1
+0.1% +$58 ﹤0.01% 1406
2025
Q1 		$118K Buy
1,990
+281
+16% +$18.4K ﹤0.01% 1348
2024
Q4 		$118K Buy
1,709
+1
+0.1% +$69 ﹤0.01% 1293
2024
Q3 		$111K Buy
1,708
+2
+0.1% +$130 ﹤0.01% 1268
2024
Q2 		$105K Buy
1,706
+2
+0.1% +$122 ﹤0.01% 1217
2024
Q1 		$113K Sell
1,704
-1,028
-38% -$66.4K ﹤0.01% 1152
2023
Q4 		$178K Sell
2,732
-348
-11% -$19.2K 0.01% 905
2023
Q3 		$146K Buy
3,080
+451
+17% +$23.3K 0.01% 904
2023
Q2 		$128K Buy
2,629
+100
+4% +$5.23K 0.01% 960
2023
Q1 		$158K Hold
2,529
– – 0.01% 853
2022
Q4 		$185K Hold
2,529
– – 0.01% 765
2022
Q3 		$168K Hold
2,529
– – 0.01% 760
2022
Q2 		$168K Buy
+2,529
New +$180K 0.01% 760
2021
Q4 		$203K Hold
2,529
– – 0.01% 717
2021
Q3 		$180K Sell
2,529
-132
-5% -$8.59K 0.01% 1074
2021
Q2 		$164K Sell
2,661
-136
-5% -$8.71K 0.01% 1141
2021
Q1 		$194K Buy
+2,797
New +$184K 0.01% 982

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harbour Investments's LKFN Position: Q1 2026 in Review

Harbour Investments reduced its Lakeland Financial Corp (LKFN) stake by 89% in Q1 2026, selling an estimated $104K and leaving 217 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Harbour Investments first reported a position in LKFN in Q1 2021 and has held it in 20 quarters since. The position peaked at $203K in Q4 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Harbour Investments held 217 shares of Lakeland Financial Corp worth $12.5K as of Q1 2026.
  • Harbour Investments sold 1,778 Lakeland Financial Corp shares in Q1 2026, an estimated $104K.
  • Lakeland Financial Corp made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3141 holding.
  • Harbour Investments first reported a position in Lakeland Financial Corp in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Lakeland Financial Corp position peaked at $203K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.