Indiana Trust & Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Indiana Trust & Investment Management’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	$24.7K	Hold	400	–	–	0.01%	351
2026 Q1	$23K	Hold	400	–	–	0.01%	353
2025 Q4	$22.8K	Hold	400	–	–	0.01%	337
2025 Q3	$25.7K	Hold	400	–	–	0.01%	335
2025 Q2	$24.6K	Hold	400	–	–	0.01%	332
2025 Q1	$23.8K	Hold	400	–	–	0.01%	331
2024 Q4	$27.5K	Hold	400	–	–	0.01%	321
2024 Q3	$26K	Sell	400 -59	-13%	-$3.84K	0.01%	332
2024 Q2	$28.2K	Hold	459	–	–	0.01%	315
2024 Q1	$30.4K	Hold	459	–	–	0.01%	311
2023 Q4	$29.9K	Hold	459	–	–	0.01%	291
2023 Q3	$21.8K	Buy	+459	New	+$23.7K	0.01%	317
2022 Q3	–	Sell	-3,069	Closed	-$204K	–	116
2022 Q2	$204K	Hold	3,069	–	–	0.11%	109
2022 Q1	$224K	Hold	3,069	–	–	0.11%	111
2021 Q4	$246K	Hold	3,069	–	–	0.11%	107
2021 Q3	$219K	Buy	+3,069	New	+$200K	0.11%	105
2021 Q2	–	Sell	-3,069	Closed	-$212K	–	117
2021 Q1	$212K	Buy	+3,069	New	+$201K	0.11%	109
2018 Q4	–	Sell	-4,869	Closed	-$226K	–	120
2018 Q3	$226K	Sell	4,869 -250	-5%	-$12.2K	0.1%	118
2018 Q2	$247K	Hold	5,119	–	–	0.12%	107
2018 Q1	$237K	Hold	5,119	–	–	0.11%	110
2017 Q4	$248K	Hold	5,119	–	–	0.12%	107
2017 Q3	$249K	Hold	5,119	–	–	0.12%	105
2017 Q2	$235K	Hold	5,119	–	–	0.12%	108
2017 Q1	$221K	Hold	5,119	–	–	0.11%	109
2016 Q4	$242K	Buy	+5,119	New	+$209K	0.13%	103
2014 Q1	–	Sell	-545	Closed	-$14K	–	181
2013 Q4	$14K	Hold	545	–	–	0.01%	234
2013 Q3	$12K	Buy	+545	New	+$11.5K	0.01%	250

Other funds holding LKFN

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Indiana Trust & Investment Management's LKFN Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 400 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #351.

Indiana Trust & Investment Management first reported a position in LKFN in Q3 2013 and has held it in 27 quarters since. The position peaked at $249K in Q3 2017. 45 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Indiana Trust & Investment Management held 400 shares of Lakeland Financial Corp worth $24.7K as of Q2 2026.
Indiana Trust & Investment Management left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #351 holding.
Indiana Trust & Investment Management first reported a position in Lakeland Financial Corp in Q3 2013 and has held it in 27 quarters since.
Indiana Trust & Investment Management's Lakeland Financial Corp position peaked at $249K in Q3 2017.
45 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.