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JFS Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

JFS Wealth Advisors’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 		$247 Hold
4
– – ﹤0.01% 2108
2026
Q1 		$230 Sell
4
-6
-60% -$352 ﹤0.01% 1817
2025
Q4 		$571 Buy
10
+8
+400% +$475 ﹤0.01% 1779
2025
Q3 		$129 Hold
2
– – ﹤0.01% 1838
2025
Q2 		$123 Sell
2
-6
-75% -$348 ﹤0.01% 1802
2025
Q1 		$476 Hold
8
– – ﹤0.01% 1771
2024
Q4 		$551 Hold
8
– – ﹤0.01% 1765
2024
Q3 		$521 Hold
8
– – ﹤0.01% 1790
2024
Q2 		$493 Hold
8
– – ﹤0.01% 1810
2024
Q1 		$531 Hold
8
– – ﹤0.01% 1778
2023
Q4 		$522 Buy
8
+6
+300% +$331 ﹤0.01% 1796
2023
Q3 		$95 Sell
2
-2
-50% -$103 ﹤0.01% 1909
2023
Q2 		$195 Sell
4
-4
-50% -$209 ﹤0.01% 1877
2023
Q1 		$502 Buy
8
+1
+14% +$70 ﹤0.01% 1719
2022
Q4 		$511 Buy
7
+1
+17% +$77 ﹤0.01% 1731
2022
Q3 		$0 Buy
6
+5
+500% +$373 ﹤0.01% 1841
2022
Q2 		$0 Sell
1
-4
-80% -$285 ﹤0.01% 1854
2022
Q1 		$0 Buy
5
+3
+150% +$240 ﹤0.01% 1905
2021
Q4 		$0 Buy
+2
New +$149 ﹤0.01% 1812

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

JFS Wealth Advisors's LKFN Position: Q2 2026 in Review

JFS Wealth Advisors held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 4 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

JFS Wealth Advisors first reported a position in LKFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $571 in Q4 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Lakeland Financial Corp worth $247 as of Q2 2026.
  • JFS Wealth Advisors left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2108 holding.
  • JFS Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Lakeland Financial Corp position peaked at $571 in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.