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
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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $4.87B AUM 31.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's LKFN Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 42,300 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in LKFN in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.92M in Q4 2022. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 42,300 shares of Lakeland Financial Corp worth $2.43M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund left its Lakeland Financial Corp share count unchanged in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #950 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 3 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Lakeland Financial Corp position peaked at $2.92M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.