Jim Simons’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Sell |
58,544
-71,685
| -55% | -$4.2M | 0.01% | 1598 |
|
|
2025
Q4 | $7.43M | Buy |
130,229
+71,607
| +122% | +$4.26M | 0.01% | 1070 |
|
|
2025
Q3 | $3.76M | Sell |
58,622
-11,729
| -17% | -$761K | 0.01% | 1656 |
|
|
2025
Q2 | $4.32M | Sell |
70,351
-12,100
| -15% | -$702K | 0.01% | 1618 |
|
|
2025
Q1 | $4.9M | Buy |
+82,451
| New | +$5.41M | 0.01% | 1446 |
|
|
2024
Q4 | – | Sell |
-11,751
| Closed | -$765K | – | 3763 |
|
|
2024
Q3 | $765K | Sell |
11,751
-45,300
| -79% | -$2.95M | ﹤0.01% | 2593 |
|
|
2024
Q2 | $3.51M | Buy |
57,051
+49,800
| +687% | +$3.03M | 0.01% | 1534 |
|
|
2024
Q1 | $481K | Buy |
+7,251
| New | +$469K | ﹤0.01% | 2881 |
|
|
2023
Q4 | – | Sell |
-50,251
| Closed | -$2.38M | – | 3951 |
|
|
2023
Q3 | $2.38M | Buy |
50,251
+900
| +2% | +$46.5K | ﹤0.01% | 1755 |
|
|
2023
Q2 | $2.4M | Sell |
49,351
-1,005
| -2% | -$52.6K | ﹤0.01% | 1877 |
|
|
2023
Q1 | $3.15M | Buy |
50,356
+31,705
| +170% | +$2.21M | ﹤0.01% | 1747 |
|
|
2022
Q4 | $1.36M | Buy |
+18,651
| New | +$1.43M | ﹤0.01% | 2330 |
|
|
2022
Q3 | – | Sell |
-4,851
| Closed | -$322K | – | 4260 |
|
|
2022
Q2 | $322K | Buy |
+4,851
| New | +$346K | ﹤0.01% | 3420 |
|
|
2021
Q4 | – | Sell |
-15,900
| Closed | -$1.13M | – | 4094 |
|
|
2021
Q3 | $1.13M | Sell |
15,900
-47,751
| -75% | -$3.11M | ﹤0.01% | 2481 |
|
|
2021
Q2 | $3.92M | Sell |
63,651
-5,949
| -9% | -$381K | ﹤0.01% | 1781 |
|
|
2021
Q1 | $4.82M | Sell |
69,600
-63,800
| -48% | -$4.19M | 0.01% | 1669 |
|
|
2020
Q4 | $7.15M | Sell |
133,400
-55,000
| -29% | -$2.79M | 0.01% | 1372 |
|
|
2020
Q3 | $7.76M | Sell |
188,400
-52,300
| -22% | -$2.36M | 0.01% | 1308 |
|
|
2020
Q2 | $11.2M | Sell |
240,700
-49,200
| -17% | -$2.01M | 0.01% | 1153 |
|
|
2020
Q1 | $10.7M | Buy |
289,900
+14,500
| +5% | +$630K | 0.01% | 1122 |
|
|
2019
Q4 | $13.5M | Buy |
275,400
+7,300
| +3% | +$340K | 0.01% | 1251 |
|
|
2019
Q3 | $11.8M | Buy |
268,100
+15,649
| +6% | +$692K | 0.01% | 1285 |
|
|
2019
Q2 | $11.8M | Buy |
252,451
+26,000
| +11% | +$1.21M | 0.01% | 1291 |
|
|
2019
Q1 | $10.2M | Buy |
226,451
+23,100
| +11% | +$1.05M | 0.01% | 1365 |
|
|
2018
Q4 | $8.17M | Buy |
203,351
+30,700
| +18% | +$1.33M | 0.01% | 1427 |
|
|
2018
Q3 | $8.03M | Buy |
172,651
+86,400
| +100% | +$4.22M | 0.01% | 1494 |
|
|
2018
Q2 | $4.16M | Buy |
86,251
+30,100
| +54% | +$1.46M | ﹤0.01% | 1906 |
|
|
2018
Q1 | $2.6M | Buy |
+56,151
| New | +$2.69M | ﹤0.01% | 2189 |
|
|
2017
Q4 | – | Sell |
-58,751
| Closed | -$2.86M | – | 3431 |
|
|
2017
Q3 | $2.86M | Buy |
58,751
+6,400
| +12% | +$289K | ﹤0.01% | 2099 |
|
|
2017
Q2 | $2.4M | Sell |
52,351
-8,600
| -14% | -$383K | ﹤0.01% | 2156 |
|
|
2017
Q1 | $2.63M | Sell |
60,951
-10,449
| -15% | -$467K | ﹤0.01% | 2091 |
|
|
2016
Q4 | $3.38M | Sell |
71,400
-16,000
| -18% | -$653K | 0.01% | 1921 |
|
|
2016
Q3 | $3.1M | Sell |
87,400
-35,150
| -29% | -$1.21M | 0.01% | 1932 |
|
|
2016
Q2 | $3.84M | Sell |
122,550
-10,800
| -8% | -$339K | 0.01% | 1780 |
|
|
2016
Q1 | $4.07M | Buy |
133,350
+22,350
| +20% | +$647K | 0.01% | 1772 |
|
|
2015
Q4 | $3.45M | Buy |
111,000
+27,300
| +33% | +$850K | 0.01% | 1740 |
|
|
2015
Q3 | $2.52M | Buy |
83,700
+25,200
| +43% | +$710K | 0.01% | 1859 |
|
|
2015
Q2 | $1.69M | Buy |
58,500
+16,950
| +41% | +$460K | ﹤0.01% | 2171 |
|
|
2015
Q1 | $1.12M | Buy |
41,550
+20,850
| +101% | +$557K | ﹤0.01% | 2247 |
|
|
2014
Q4 | $600K | Buy |
+20,700
| New | +$556K | ﹤0.01% | 2372 |
|
|
2013
Q4 | – | Sell |
-15,750
| Closed | -$343K | – | 2943 |
|
|
2013
Q3 | $343K | Sell |
15,750
-13,350
| -46% | -$283K | ﹤0.01% | 2429 |
|
|
2013
Q2 | $538K | Buy |
+29,100
| New | +$528K | ﹤0.01% | 2208 |
|
Other funds holding LKFN
VCM
SAM
CCM
VPM
Jim Simons's LKFN Position: Q1 2026 in Review
Jim Simons reduced its Lakeland Financial Corp (LKFN) stake by 55% in Q1 2026, selling an estimated $4.2M and leaving 58,544 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1598.
Jim Simons first reported a position in LKFN in Q2 2013 and has held it in 42 quarters since. The position peaked at $13.5M in Q4 2019. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.
- Jim Simons held 58,544 shares of Lakeland Financial Corp worth $3.36M as of Q1 2026.
- Jim Simons sold 71,685 Lakeland Financial Corp shares in Q1 2026, an estimated $4.2M.
- Lakeland Financial Corp made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1598 holding.
- Jim Simons first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 42 quarters since.
- Jim Simons's Lakeland Financial Corp position peaked at $13.5M in Q4 2019.
- 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.