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HA
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
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
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
SAM
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$13.8B AUM
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1-Year Est. Return
CCM
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$4.5B AUM
18.67%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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