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JPL Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

JPL Wealth Management’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 		$62 Buy
+1
New +$60 ﹤0.01% 1686

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

JPL Wealth Management's LKFN Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 1 share worth $62. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings.

255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • JPL Wealth Management held 1 share of Lakeland Financial Corp worth $62 as of Q2 2026.
  • Lakeland Financial Corp was a new JPL Wealth Management position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1686 holding.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.