JY
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Jeff Yass’s Lakeland Financial Corp LKFN Stock Holding History

Jeff Yass’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 		– Sell
-8,900
Closed -$511K – 14042
2026
Q1 		$511K Buy
+8,900
New +$522K ﹤0.01% 9611
2024
Q1 		– Sell
-11,600
Closed -$756K – 12827
2023
Q4 		$756K Buy
+11,600
New +$640K ﹤0.01% 7680

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

Jeff Yass's LKFN Position: Q2 2026 in Review

Jeff Yass reduced its Lakeland Financial Corp (LKFN) stake by 69% in Q2 2026, selling an estimated $829K and leaving 6,060 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #10571.

Jeff Yass first reported a position in LKFN in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.02M in Q2 2025. 254 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Jeff Yass held 6,060 shares of Lakeland Financial Corp worth $374K as of Q2 2026.
  • Jeff Yass sold 13,745 Lakeland Financial Corp shares in Q2 2026, an estimated $829K.
  • Lakeland Financial Corp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10571 holding.
  • Jeff Yass first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 41 quarters since.
  • Jeff Yass's Lakeland Financial Corp position peaked at $3.02M in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.