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IEQ Capital’s Lakeland Financial Corp LKFN Stock Holding History

IEQ Capital’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 		$213K Sell
3,704
-4,758
-56% -$279K ﹤0.01% 1664
2025
Q4 		$483K Sell
8,462
-6,534
-44% -$388K ﹤0.01% 1343
2025
Q3 		$963K Buy
14,996
+5,965
+66% +$387K ﹤0.01% 1011
2025
Q2 		$555K Buy
+9,031
New +$524K ﹤0.01% 1117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital's LKFN Position: Q1 2026 in Review

IEQ Capital reduced its Lakeland Financial Corp (LKFN) stake by 56% in Q1 2026, selling an estimated $279K and leaving 3,704 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

IEQ Capital first reported a position in LKFN in Q2 2025 and has held it in 4 quarters since. The position peaked at $963K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • IEQ Capital held 3,704 shares of Lakeland Financial Corp worth $213K as of Q1 2026.
  • IEQ Capital sold 4,758 Lakeland Financial Corp shares in Q1 2026, an estimated $279K.
  • Lakeland Financial Corp made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1664 holding.
  • IEQ Capital first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Lakeland Financial Corp position peaked at $963K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.