Integrated Wealth Concepts’s Lakeland Financial Corp LKFN Stock Holding History

Integrated Wealth Concepts’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	$40.7K	Buy	+659	New	+$39.7K	﹤0.01%	3528

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Integrated Wealth Concepts's LKFN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 659 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #3528 among its holdings.

255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Integrated Wealth Concepts held 659 shares of Lakeland Financial Corp worth $40.7K as of Q2 2026.
Lakeland Financial Corp was a new Integrated Wealth Concepts position in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3528 holding.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.