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Horizon Investments’s Lakeland Financial Corp LKFN Stock Holding History

Horizon Investments’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 		$1.04K Buy
+17
New +$1.02K ﹤0.01% 1303
2025
Q2 		– Sell
-5
Closed -$294 – 1124
2025
Q1 		$294 Buy
+5
New +$328 ﹤0.01% 846

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 $3.38T AUM 44.17% 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

Horizon Investments's LKFN Position: Q2 2026 in Review

Horizon Investments opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 17 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings. This is a return to the name: Horizon Investments previously reported a position in LKFN as recently as Q1 2025.

Horizon Investments first reported a position in LKFN in Q1 2025 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Horizon Investments held 17 shares of Lakeland Financial Corp worth $1.04K as of Q2 2026.
  • Lakeland Financial Corp was a new Horizon Investments position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1303 holding.
  • Horizon Investments first reported a position in Lakeland Financial Corp in Q1 2025 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.