IFU
LKFN icon

iSAM Funds (UK)’s Lakeland Financial Corp LKFN Stock Holding History

iSAM Funds (UK)’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 		$401K Buy
+6,500
New +$392K 0.28% 120
2026
Q1 		– Sell
-5,220
Closed -$298K – 384
2025
Q4 		$298K Buy
+5,220
New +$310K 0.11% 225

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

iSAM Funds (UK)'s LKFN Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 6,500 shares worth $401K. The stake represents 0.28% of the portfolio and ranks #120 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in LKFN as recently as Q4 2025.

iSAM Funds (UK) first reported a position in LKFN in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • iSAM Funds (UK) held 6,500 shares of Lakeland Financial Corp worth $401K as of Q2 2026.
  • Lakeland Financial Corp was a new iSAM Funds (UK) position in Q2 2026.
  • Lakeland Financial Corp made up 0.28% of iSAM Funds (UK)'s portfolio in Q2 2026, its #120 holding.
  • iSAM Funds (UK) first reported a position in Lakeland Financial Corp in Q4 2025 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.