HighTower Advisors
LKFN icon

HighTower Advisors’s Lakeland Financial Corp LKFN Stock Holding History

HighTower 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 		$292K Sell
4,730
-45
-0.9% -$2.71K ﹤0.01% 3238
2026
Q1 		$274K Sell
4,775
-3,675
-43% -$216K ﹤0.01% 3244
2025
Q4 		$482K Sell
8,450
-124
-1% -$7.37K ﹤0.01% 2653
2025
Q3 		$550K Sell
8,574
-19
-0.2% -$1.23K ﹤0.01% 2541
2025
Q2 		$528K Buy
8,593
+549
+7% +$31.9K ﹤0.01% 2475
2025
Q1 		$478K Sell
8,044
-1,110
-12% -$72.8K ﹤0.01% 2498
2024
Q4 		$629K Sell
9,154
-1,686
-16% -$117K ﹤0.01% 2292
2024
Q3 		$698K Sell
10,840
-847
-7% -$55.1K ﹤0.01% 2158
2024
Q2 		$718K Buy
11,687
+71
+0.6% +$4.33K ﹤0.01% 2066
2024
Q1 		$758K Buy
11,616
+1,980
+21% +$128K ﹤0.01% 1983
2023
Q4 		$615K Sell
9,636
-1,445
-13% -$79.7K ﹤0.01% 2168
2023
Q3 		$528K Sell
11,081
-5,761
-34% -$298K ﹤0.01% 2201
2023
Q2 		$813K Sell
16,842
-838
-5% -$43.8K ﹤0.01% 1875
2023
Q1 		$1.12M Buy
17,680
+508
+3% +$35.4K ﹤0.01% 1612
2022
Q4 		$1.26M Buy
17,172
+4,354
+34% +$333K ﹤0.01% 1543
2022
Q3 		$933K Buy
12,818
+5,263
+70% +$392K ﹤0.01% 1647
2022
Q2 		$514K Buy
+7,555
New +$539K ﹤0.01% 2031

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

HighTower Advisors's LKFN Position: Q2 2026 in Review

HighTower Advisors reduced its Lakeland Financial Corp (LKFN) stake by 0.94% in Q2 2026, selling an estimated $2.71K and leaving 4,730 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

HighTower Advisors first reported a position in LKFN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2022. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • HighTower Advisors held 4,730 shares of Lakeland Financial Corp worth $292K as of Q2 2026.
  • HighTower Advisors sold 45 Lakeland Financial Corp shares in Q2 2026, an estimated $2.71K.
  • Lakeland Financial Corp made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3238 holding.
  • HighTower Advisors first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 17 quarters since.
  • HighTower Advisors's Lakeland Financial Corp position peaked at $1.26M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.