KeyBank National Association’s Lakeland Financial Corp LKFN Stock Holding History

KeyBank National Association’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 Q4	–	Sell	-4,143	Closed	-$266K	–	1222
2025 Q3	$266K	Sell	4,143 -3,600	-46%	-$234K	﹤0.01%	1036
2025 Q2	$476K	Sell	7,743 -1,887	-20%	-$110K	﹤0.01%	788
2025 Q1	$572K	Sell	9,630 -1,146	-11%	-$75.1K	﹤0.01%	711
2024 Q4	$741K	Sell	10,776 -427	-4%	-$29.6K	﹤0.01%	642
2024 Q3	$730K	Buy	11,203 +24	+0.2%	+$1.56K	﹤0.01%	644
2024 Q2	$688K	Hold	11,179	–	–	﹤0.01%	632
2024 Q1	$741K	Sell	11,179 -165	-1%	-$10.7K	﹤0.01%	621
2023 Q4	$739K	Buy	11,344 +765	+7%	+$42.2K	﹤0.01%	607
2023 Q3	$502K	Buy	10,579 +1,490	+16%	+$77K	﹤0.01%	687
2023 Q2	$441K	Buy	9,089 +1,229	+16%	+$64.3K	﹤0.01%	750
2023 Q1	$492K	Sell	7,860 -655	-8%	-$45.7K	﹤0.01%	707
2022 Q4	$621K	Sell	8,515 -41	-0.5%	-$3.14K	﹤0.01%	610
2022 Q3	$623K	Sell	8,556 -349	-4%	-$26K	﹤0.01%	581
2022 Q2	$591K	Buy	8,905 +585	+7%	+$41.7K	﹤0.01%	610
2022 Q1	$607K	Sell	8,320 -5,885	-41%	-$470K	﹤0.01%	657
2021 Q4	$1.14M	Sell	14,205 -2,695	-16%	-$201K	﹤0.01%	523
2021 Q3	$1.2M	Sell	16,900 -375	-2%	-$24.4K	0.01%	496
2021 Q2	$1.06M	Sell	17,275 -1,650	-9%	-$106K	﹤0.01%	535
2021 Q1	$1.31M	Sell	18,925 -75	-0.4%	-$4.92K	0.01%	491
2020 Q4	$1.02M	Sell	19,000 -650	-3%	-$33K	0.01%	526
2020 Q3	$810K	Buy	19,650 +25	+0.1%	+$1.13K	﹤0.01%	555
2020 Q2	$914K	Sell	19,625 -300	-2%	-$12.3K	0.01%	497
2020 Q1	$732K	Buy	19,925 +600	+3%	+$26.1K	﹤0.01%	512
2019 Q4	$946K	Sell	19,325 -125	-0.6%	-$5.82K	0.01%	546
2019 Q3	$855K	Sell	19,450 -3,300	-15%	-$146K	﹤0.01%	554
2019 Q2	$1.06M	Sell	22,750 -625	-3%	-$29.1K	0.01%	522
2019 Q1	$1.06M	Sell	23,375 -875	-4%	-$39.9K	0.01%	496
2018 Q4	$974K	Buy	24,250 +1,700	+8%	+$73.9K	0.01%	484
2018 Q3	$1.05M	Hold	22,550	–	–	0.01%	536
2018 Q2	$1.09M	Sell	22,550 -600	-3%	-$29.2K	0.01%	518
2018 Q1	$1.07M	Sell	23,150 -2,525	-10%	-$121K	0.01%	504
2017 Q4	$1.25M	Sell	25,675 -200	-0.8%	-$9.79K	0.01%	481
2017 Q3	$1.26M	Sell	25,875 -175	-0.7%	-$7.91K	0.01%	490
2017 Q2	$1.2M	Sell	26,050 -20	-0.1%	-$890	0.01%	528
2017 Q1	$1.12M	Buy	26,070 +200	+0.8%	+$8.94K	0.01%	559
2016 Q4	$1.23M	Sell	25,870 -3,300	-11%	-$135K	0.01%	533
2016 Q3	$1.03M	Sell	29,170 -500	-2%	-$17.3K	0.01%	578
2016 Q2	$930K	Sell	29,670 -7,913	-21%	-$248K	0.01%	578
2016 Q1	$1.15M	Sell	37,583 -567	-1%	-$16.4K	0.01%	501
2015 Q4	$1.19M	Sell	38,150 -2,398	-6%	-$74.7K	0.01%	513
2015 Q3	$1.22M	Sell	40,548 -342	-0.8%	-$9.64K	0.01%	501
2015 Q2	$1.18M	Sell	40,890 -738	-2%	-$20K	0.01%	550
2015 Q1	$1.13M	Buy	41,628 +997	+2%	+$26.7K	0.01%	590
2014 Q4	$1.18M	Sell	40,631 -415	-1%	-$11.2K	0.01%	568
2014 Q3	$1.03M	Sell	41,046 -474	-1%	-$12K	0.01%	610
2014 Q2	$1.06M	Sell	41,520 -290	-0.7%	-$7.22K	0.01%	644
2014 Q1	$1.12M	Sell	41,810 -358	-0.8%	-$9.1K	0.01%	608
2013 Q4	$1.1M	Buy	42,168 +420	+1%	+$10.1K	0.01%	617
2013 Q3	$909K	Buy	+41,748	New	+$884K	0.01%	665

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

KeyBank National Association's LKFN Position: Q4 2025 in Review

KeyBank National Association sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 4,143 shares — an estimated $266K sold.

KeyBank National Association first reported a position in LKFN in Q3 2013 and held it in 49 quarters. The position peaked at $1.31M in Q1 2021. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

KeyBank National Association reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
KeyBank National Association sold 4,143 Lakeland Financial Corp shares in Q4 2025, an estimated $266K.
KeyBank National Association first reported a position in Lakeland Financial Corp in Q3 2013 and held it in 49 quarters.
KeyBank National Association's Lakeland Financial Corp position peaked at $1.31M in Q1 2021.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on KeyBank National Association's 13F filing for Q4 2025, filed 30 Jan 2026.