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IFP Advisors’s Lakeland Financial Corp LKFN Stock Holding History

IFP 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 		$10.8K Buy
175
+132
+307% +$7.96K ﹤0.01% 3351
2026
Q1 		$2.47K Sell
43
-57
-57% -$3.34K ﹤0.01% 3878
2025
Q4 		$5.71K Sell
100
-68
-40% -$4.04K ﹤0.01% 3351
2025
Q3 		$10.8K Buy
168
+9
+6% +$584 ﹤0.01% 2867
2025
Q2 		$9.77K Buy
159
+156
+5,200% +$9.05K ﹤0.01% 2935
2025
Q1 		$178 Hold
3
– – ﹤0.01% 3696
2024
Q4 		$206 Buy
+3
New +$208 ﹤0.01% 3729
2023
Q1 		– Sell
-111
Closed -$4K – 3991
2022
Q4 		$4K Sell
111
-27
-20% -$2.07K ﹤0.01% 3912
2022
Q3 		$5K Buy
138
+2
+1% +$149 ﹤0.01% 4036
2022
Q2 		$5K Hold
136
– – ﹤0.01% 3796
2022
Q1 		$5K Buy
+136
New +$10.9K ﹤0.01% 3796
2019
Q1 		– Sell
-21
Closed -$1K – 2950
2018
Q4 		$1K Hold
21
– – ﹤0.01% 3337
2018
Q3 		$1K Sell
21
-48
-70% -$2.35K ﹤0.01% 3697
2018
Q2 		$3K Buy
69
+48
+229% +$2.33K ﹤0.01% 3489
2018
Q1 		$1K Hold
21
– – ﹤0.01% 3644
2017
Q4 		$1K Hold
21
– – ﹤0.01% 3695
2017
Q3 		$1K Hold
21
– – ﹤0.01% 3922
2017
Q2 		$1K Hold
21
– – ﹤0.01% 3905
2017
Q1 		$1K Hold
21
– – ﹤0.01% 3824
2016
Q4 		$1K Hold
21
– – ﹤0.01% 3802
2016
Q3 		$1K Hold
21
– – ﹤0.01% 3744
2016
Q2 		$1K Buy
+21
New +$659 ﹤0.01% 3643

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

IFP Advisors's LKFN Position: Q2 2026 in Review

IFP Advisors increased its Lakeland Financial Corp (LKFN) stake by 307% in Q2 2026, buying an estimated $7.96K and bringing the position to 175 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

IFP Advisors first reported a position in LKFN in Q2 2016 and has held it in 22 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • IFP Advisors held 175 shares of Lakeland Financial Corp worth $10.8K as of Q2 2026.
  • IFP Advisors bought 132 Lakeland Financial Corp shares in Q2 2026, an estimated $7.96K.
  • Lakeland Financial Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3351 holding.
  • IFP Advisors first reported a position in Lakeland Financial Corp in Q2 2016 and has held it in 22 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.