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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
Q2 		$1.47M Buy
23,875
+20,171
+545% +$1.22M 0.01% 947
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 $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

IEQ Capital's LKFN Position: Q2 2026 in Review

IEQ Capital increased its Lakeland Financial Corp (LKFN) stake by 545% in Q2 2026, buying an estimated $1.22M and bringing the position to 23,875 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #947.

IEQ Capital first reported a position in LKFN in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • IEQ Capital held 23,875 shares of Lakeland Financial Corp worth $1.47M as of Q2 2026.
  • IEQ Capital bought 20,171 Lakeland Financial Corp shares in Q2 2026, an estimated $1.22M.
  • Lakeland Financial Corp made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #947 holding.
  • IEQ Capital first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.