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Heartland Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Heartland Advisors’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 		$1.43M Sell
23,248
-253
-1% -$15.3K 0.06% 206
2026
Q1 		$1.35M Buy
23,501
+757
+3% +$44.4K 0.07% 210
2025
Q4 		$1.3M Sell
22,744
-309
-1% -$18.4K 0.07% 210
2025
Q3 		$1.48M Sell
23,053
-250
-1% -$16.2K 0.08% 198
2025
Q2 		$1.43M Sell
23,303
-1,908
-8% -$111K 0.08% 187
2025
Q1 		$1.5M Buy
25,211
+2,892
+13% +$190K 0.09% 185
2024
Q4 		$1.53M Sell
22,319
-467
-2% -$32.4K 0.08% 180
2024
Q3 		$1.48M Sell
22,786
-678
-3% -$44.1K 0.08% 178
2024
Q2 		$1.44M Sell
23,464
-337
-1% -$20.5K 0.08% 169
2024
Q1 		$1.58M Buy
23,801
+102
+0.4% +$6.59K 0.08% 164
2023
Q4 		$1.54M Sell
23,699
-1,433
-6% -$79K 0.08% 174
2023
Q3 		$1.19M Buy
+25,132
New +$1.3M 0.07% 173

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 $3.37T AUM 44.26% 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

Heartland Advisors's LKFN Position: Q2 2026 in Review

Heartland Advisors reduced its Lakeland Financial Corp (LKFN) stake by 1.1% in Q2 2026, selling an estimated $15.3K and leaving 23,248 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #206.

Heartland Advisors first reported a position in LKFN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Heartland Advisors held 23,248 shares of Lakeland Financial Corp worth $1.43M as of Q2 2026.
  • Heartland Advisors sold 253 Lakeland Financial Corp shares in Q2 2026, an estimated $15.3K.
  • Lakeland Financial Corp made up 0.06% of Heartland Advisors's portfolio in Q2 2026, its #206 holding.
  • Heartland Advisors first reported a position in Lakeland Financial Corp in Q3 2023 and has held it in 12 quarters since.
  • Heartland Advisors's Lakeland Financial Corp position peaked at $1.58M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.