Jones Financial Companies
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Jones Financial Companies’s Lakeland Financial Corp LKFN Stock Holding History

Jones Financial Companies’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
Q1 		$111K Sell
1,962
-146
-7% -$8.56K ﹤0.01% 2628
2025
Q4 		$120K Sell
2,108
-131
-6% -$7.79K ﹤0.01% 2147
2025
Q3 		$147K Sell
2,239
-29
-1% -$1.88K ﹤0.01% 1909
2025
Q2 		$139K Buy
2,268
+268
+13% +$15.6K ﹤0.01% 1798
2025
Q1 		$121K Sell
2,000
-62
-3% -$4.07K ﹤0.01% 1695
2024
Q4 		$142K Buy
2,062
+326
+19% +$22.6K ﹤0.01% 1495
2024
Q3 		$111K Buy
1,736
+311
+22% +$20.2K ﹤0.01% 1357
2024
Q2 		$87.7K Buy
1,425
+1,307
+1,108% +$79.6K ﹤0.01% 1090
2024
Q1 		$7.83K Buy
118
+79
+203% +$5.1K ﹤0.01% 1108
2023
Q4 		$2.54K Buy
+39
New +$2.15K ﹤0.01% 879
2023
Q1 		– Sell
-10
Closed -$1K – 686
2022
Q4 		$1K Buy
+10
New +$766 ﹤0.01% 679

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jones Financial Companies's LKFN Position: Q1 2026 in Review

Jones Financial Companies reduced its Lakeland Financial Corp (LKFN) stake by 6.9% in Q1 2026, selling an estimated $8.56K and leaving 1,962 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Jones Financial Companies first reported a position in LKFN in Q4 2022 and has held it in 11 quarters since. The position peaked at $147K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Jones Financial Companies held 1,962 shares of Lakeland Financial Corp worth $111K as of Q1 2026.
  • Jones Financial Companies sold 146 Lakeland Financial Corp shares in Q1 2026, an estimated $8.56K.
  • Lakeland Financial Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2628 holding.
  • Jones Financial Companies first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's Lakeland Financial Corp position peaked at $147K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.