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Hemington Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$5K Hold
82
– – ﹤0.01% 1119
2025
Q2 		$5K Sell
82
-59
-42% -$3.42K ﹤0.01% 1091
2025
Q1 		$8K Sell
141
-1
-0.7% -$66 ﹤0.01% 889
2024
Q4 		$9K Sell
142
-3
-2% -$208 ﹤0.01% 805
2024
Q3 		$9K Buy
+145
New +$9.44K ﹤0.01% 746

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's LKFN Position: Q3 2025 in Review

Hemington Wealth Management held its Lakeland Financial Corp (LKFN) position steady in Q3 2025 at 82 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Hemington Wealth Management first reported a position in LKFN in Q3 2024 and has held it in 5 quarters since. The position peaked at $9K in Q4 2024. 245 funds tracked by Wall St. Rank hold LKFN as of Q3 2025.

  • Hemington Wealth Management held 82 shares of Lakeland Financial Corp worth $5K as of Q3 2025.
  • Hemington Wealth Management left its Lakeland Financial Corp share count unchanged in Q3 2025.
  • Lakeland Financial Corp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1119 holding.
  • Hemington Wealth Management first reported a position in Lakeland Financial Corp in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Lakeland Financial Corp position peaked at $9K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.