Institutional & Family Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Institutional & Family Asset 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
2024 Q2	$4.06K	Hold	66	–	–	﹤0.01%	521
2024 Q1	$4.38K	Hold	66	–	–	﹤0.01%	511
2023 Q4	$4.3K	Sell	66 -9	-12%	-$496	﹤0.01%	498
2023 Q3	$3.56K	Hold	75	–	–	﹤0.01%	508
2023 Q2	$3.64K	Hold	75	–	–	﹤0.01%	516
2023 Q1	$4.7K	Hold	75	–	–	﹤0.01%	486
2022 Q4	$5.47K	Hold	75	–	–	﹤0.01%	457
2022 Q3	$5K	Buy	75 +24	+47%	+$1.79K	﹤0.01%	481
2022 Q2	$3K	Buy	+51	New	+$3.64K	﹤0.01%	557

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

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

Institutional & Family Asset Management's LKFN Position: Q2 2024 in Review

Institutional & Family Asset Management held its Lakeland Financial Corp (LKFN) position steady in Q2 2024 at 66 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Institutional & Family Asset Management first reported a position in LKFN in Q2 2022 and has held it in 9 quarters since. The position peaked at $5.47K in Q4 2022. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

Institutional & Family Asset Management held 66 shares of Lakeland Financial Corp worth $4.06K as of Q2 2024.
Institutional & Family Asset Management left its Lakeland Financial Corp share count unchanged in Q2 2024.
Lakeland Financial Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #521 holding.
Institutional & Family Asset Management first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 9 quarters since.
Institutional & Family Asset Management's Lakeland Financial Corp position peaked at $5.47K in Q4 2022.
216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.