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Kessler Investment Group’s Lakeland Financial Corp LKFN Stock Holding History

Kessler Investment Group’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
2025
Q3 		– Sell
-18
Closed -$1.11K – 147
2025
Q2 		$1.11K Hold
18
– – ﹤0.01% 188
2025
Q1 		$1.07K Hold
18
– – ﹤0.01% 192
2024
Q4 		$1.24K Hold
18
– – ﹤0.01% 160
2024
Q3 		$1.17K Hold
18
– – ﹤0.01% 161
2024
Q2 		$1.11K Hold
18
– – ﹤0.01% 169
2024
Q1 		$1.19K Buy
+18
New +$1.16K ﹤0.01% 161
2019
Q3 		– Sell
-3,704
Closed -$173K – 112
2019
Q2 		$173K Sell
3,704
-795
-18% -$37.1K 0.18% 54
2019
Q1 		$203K Buy
4,499
+1,094
+32% +$49.9K 0.2% 56
2018
Q4 		$137K Sell
3,405
-500
-13% -$21.7K 0.18% 44
2018
Q3 		$182K Buy
3,905
+584
+18% +$28.5K 0.19% 61
2018
Q2 		$160K Buy
3,321
+502
+18% +$24.4K 0.19% 59
2018
Q1 		$130K Hold
2,819
– – 0.17% 58
2017
Q4 		$137K Hold
2,819
– – 0.17% 55
2017
Q3 		$137K Buy
2,819
+118
+4% +$5.33K 0.18% 47
2017
Q2 		$124K Hold
2,701
– – 0.16% 49
2017
Q1 		$116K Hold
2,701
– – 0.15% 52
2016
Q4 		$128K Sell
2,701
-235
-8% -$9.59K 0.15% 52
2016
Q3 		$104K Sell
2,936
-391
-12% -$13.5K 0.15% 48
2016
Q2 		$104K Sell
3,327
-798
-19% -$25.1K 0.15% 58
2016
Q1 		$126K Hold
4,125
– – 0.19% 53
2015
Q4 		$128K Hold
4,125
– – 0.2% 50
2015
Q3 		$124K Sell
4,125
-155
-4% -$4.37K 0.2% 54
2015
Q2 		$124K Hold
4,280
– – 0.2% 56
2015
Q1 		$116K Sell
4,280
-3
-0.1% -$80 0.2% 52
2014
Q4 		$124K Buy
4,283
+203
+5% +$5.46K 0.2% 52
2014
Q3 		$102K Hold
4,080
– – 0.18% 57
2014
Q2 		$104K Hold
4,080
– – 0.18% 57
2014
Q1 		$109K Buy
4,080
+420
+11% +$10.7K 0.23% 51
2013
Q4 		$95K Buy
+3,660
New +$87.8K 0.18% 63

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kessler Investment Group's LKFN Position: Q3 2025 in Review

Kessler Investment Group sold out of Lakeland Financial Corp (LKFN) in Q3 2025, closing a stake of 18 shares — an estimated $1.11K sold.

Kessler Investment Group first reported a position in LKFN in Q4 2013 and held it in 29 quarters. The position peaked at $203K in Q1 2019. 245 funds tracked by Wall St. Rank hold LKFN as of Q3 2025.

  • Kessler Investment Group reported no remaining Lakeland Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 18 Lakeland Financial Corp shares in Q3 2025, an estimated $1.11K.
  • Kessler Investment Group first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 29 quarters.
  • Kessler Investment Group's Lakeland Financial Corp position peaked at $203K in Q1 2019.
  • 245 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.