HSBC Holdings
LKFN icon

HSBC Holdings’s Lakeland Financial Corp LKFN Stock Holding History

HSBC Holdings’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 		$529K Buy
+8,605
New +$519K ﹤0.01% 2253
2026
Q1 		– Sell
-11,505
Closed -$654K – 3088
2025
Q4 		$654K Buy
+11,505
New +$684K ﹤0.01% 2172
2024
Q4 		– Sell
-3,134
Closed -$206K – 3174
2024
Q3 		$206K Buy
+3,134
New +$204K ﹤0.01% 2596
2024
Q2 		– Sell
-31,063
Closed -$2.06M – 3081
2024
Q1 		$2.06M Sell
31,063
-14,992
-33% -$969K ﹤0.01% 1457
2023
Q4 		$3.02M Buy
+46,055
New +$2.54M ﹤0.01% 1332
2023
Q3 		– Sell
-5,943
Closed -$291K – 2779
2023
Q2 		$291K Buy
5,943
+1,380
+30% +$72.2K ﹤0.01% 2164
2023
Q1 		$284K Sell
4,563
-64,053
-93% -$4.47M ﹤0.01% 2252
2022
Q4 		$5.04M Buy
68,616
+46,257
+207% +$3.54M 0.01% 1242
2022
Q3 		$1.66M Buy
+22,359
New +$1.67M ﹤0.01% 1634
2022
Q2 		– Sell
-22,331
Closed -$1.65M – 3357
2022
Q1 		$1.65M Sell
22,331
-80,480
-78% -$6.43M ﹤0.01% 1697
2021
Q4 		$8.22M Buy
102,811
+39,407
+62% +$2.94M 0.01% 1053
2021
Q3 		$4.5M Buy
+63,404
New +$4.12M ﹤0.01% 1189
2020
Q3 		– Sell
-4,937
Closed -$230K – 2798
2020
Q2 		$230K Sell
4,937
-17,033
-78% -$697K ﹤0.01% 2273
2020
Q1 		$799K Buy
21,970
+2,015
+10% +$87.6K ﹤0.01% 1562
2019
Q4 		$977K Buy
19,955
+11,408
+133% +$531K ﹤0.01% 1848
2019
Q3 		$376K Buy
+8,547
New +$378K ﹤0.01% 2487
2019
Q1 		– Sell
-22,628
Closed -$909K – 2819
2018
Q4 		$909K Buy
+22,628
New +$984K ﹤0.01% 1835

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

HSBC Holdings's LKFN Position: Q2 2026 in Review

HSBC Holdings opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 8,605 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #2253 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in LKFN as recently as Q4 2025.

HSBC Holdings first reported a position in LKFN in Q4 2018 and has held it in 17 quarters since. The position peaked at $8.22M in Q4 2021. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • HSBC Holdings held 8,605 shares of Lakeland Financial Corp worth $529K as of Q2 2026.
  • Lakeland Financial Corp was a new HSBC Holdings position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2253 holding.
  • HSBC Holdings first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 17 quarters since.
  • HSBC Holdings's Lakeland Financial Corp position peaked at $8.22M in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.