Kayne Anderson Rudnick Investment Management
LKFN icon

Kayne Anderson Rudnick Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$1.21K Sell
21
-360
-94% -$21.1K ﹤0.01% 829
2025
Q4 		$21.7K Sell
381
-625
-62% -$37.1K ﹤0.01% 657
2025
Q3 		$64.6K Sell
1,006
-722
-42% -$46.9K ﹤0.01% 582
2025
Q2 		$106K Sell
1,728
-239,711
-99% -$13.9M ﹤0.01% 550
2025
Q1 		$14.4M Sell
241,439
-296,692
-55% -$19.5M 0.04% 222
2024
Q4 		$37M Sell
538,131
-288,314
-35% -$20M 0.09% 160
2024
Q3 		$53.8M Sell
826,445
-19,480
-2% -$1.27M 0.12% 134
2024
Q2 		$52M Sell
845,925
-124,268
-13% -$7.57M 0.13% 133
2024
Q1 		$64.3M Buy
970,193
+9,275
+1% +$599K 0.15% 125
2023
Q4 		$62.6M Sell
960,918
-52,422
-5% -$2.89M 0.16% 126
2023
Q3 		$48.1M Sell
1,013,340
-48,517
-5% -$2.51M 0.14% 130
2023
Q2 		$51.5M Sell
1,061,857
-43,577
-4% -$2.28M 0.14% 129
2023
Q1 		$69.2M Sell
1,105,434
-13,331
-1% -$930K 0.2% 119
2022
Q4 		$81.6M Sell
1,118,765
-74,954
-6% -$5.74M 0.25% 108
2022
Q3 		$86.9M Buy
1,193,719
+95,906
+9% +$7.15M 0.29% 100
2022
Q2 		$72.9M Buy
1,097,813
+142,591
+15% +$10.2M 0.23% 109
2022
Q1 		$69.7M Buy
955,222
+681,686
+249% +$54.4M 0.19% 126
2021
Q4 		$21.9M Buy
+273,536
New +$20.4M 0.05% 193

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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.87B AUM 31.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management's LKFN Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Lakeland Financial Corp (LKFN) stake by 94% in Q1 2026, selling an estimated $21.1K and leaving 21 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Kayne Anderson Rudnick Investment Management first reported a position in LKFN in Q4 2021 and has held it in 18 quarters since. The position peaked at $86.9M in Q3 2022. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 21 shares of Lakeland Financial Corp worth $1.21K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 360 Lakeland Financial Corp shares in Q1 2026, an estimated $21.1K.
  • Lakeland Financial Corp made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #829 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 18 quarters since.
  • Kayne Anderson Rudnick Investment Management's Lakeland Financial Corp position peaked at $86.9M in Q3 2022.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.