Jump Financial’s Lakeland Financial Corp LKFN Stock Holding History

Jump Financial’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	–	Sell	-3,771	Closed	-$215K	–	2177
2025 Q4	$215K	Buy	+3,771	New	+$224K	﹤0.01%	1711
2025 Q3	–	Sell	-3,670	Closed	-$226K	–	2021
2025 Q2	$226K	Buy	+3,670	New	+$213K	﹤0.01%	1542
2024 Q4	–	Sell	-5,949	Closed	-$387K	–	1847
2024 Q3	$387K	Buy	5,949 +2,649	+80%	+$172K	0.01%	1205
2024 Q2	$203K	Sell	3,300 -249	-7%	-$15.2K	﹤0.01%	1559
2024 Q1	$235K	Buy	+3,549	New	+$229K	0.01%	1580
2022 Q3	–	Sell	-5,452	Closed	-$362K	–	1784
2022 Q2	$362K	Buy	5,452 +218	+4%	+$15.5K	0.02%	991
2022 Q1	$382K	Buy	+5,234	New	+$418K	0.02%	945

Other funds holding LKFN

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM