Inspire Investing’s Lakeland Financial Corp LKFN Stock Holding History

Inspire Investing’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	$514K	Buy	8,955 +743	+9%	+$43.6K	0.03%	689
2025 Q4	$469K	Buy	8,212 +1,133	+16%	+$67.3K	0.04%	461
2025 Q3	$454K	Buy	7,079 +751	+12%	+$48.7K	0.04%	540
2025 Q2	$389K	Buy	6,328 +550	+10%	+$31.9K	0.04%	589
2025 Q1	$343K	Sell	5,778 -63	-1%	-$4.13K	0.04%	581
2024 Q4	$402K	Sell	5,841 -480	-8%	-$33.3K	0.04%	483
2024 Q3	$412K	Buy	6,321 +642	+11%	+$41.8K	0.04%	618
2024 Q2	$349K	Buy	5,679 +277	+5%	+$16.9K	0.04%	684
2024 Q1	$358K	Sell	5,402 -482	-8%	-$31.1K	0.04%	608
2023 Q4	$383K	Sell	5,884 -607	-9%	-$33.5K	0.04%	600
2023 Q3	$308K	Buy	+6,491	New	+$336K	0.04%	476

Other funds holding LKFN

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM