Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Lakeland Financial Corp LKFN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$1.12M Sell
18,165
-24,135
-57% -$1.45M ﹤0.01% 1124
2026
Q1 		$2.43M Hold
42,300
– – ﹤0.01% 950
2025
Q4 		$2.41M Buy
+42,300
New +$2.51M ﹤0.01% 861
2023
Q1 		– Sell
-40,000
Closed -$2.92M – 1392
2022
Q4 		$2.92M Buy
+40,000
New +$3.06M 0.01% 616

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's LKFN Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Lakeland Financial Corp (LKFN) stake by 57% in Q2 2026, selling an estimated $1.45M and leaving 18,165 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in LKFN in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.92M in Q4 2022. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 18,165 shares of Lakeland Financial Corp worth $1.12M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 24,135 Lakeland Financial Corp shares in Q2 2026, an estimated $1.45M.
  • Lakeland Financial Corp made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #1124 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 4 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Lakeland Financial Corp position peaked at $2.92M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.