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

KFG 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	$421K	Hold	6,827	–	–	0.05%	151
2026 Q1	$392K	Hold	6,827	–	–	0.05%	153
2025 Q4	$390K	Sell	6,827 -6,000	-47%	-$357K	0.05%	156
2025 Q3	$824K	Sell	12,827 -10	-0.1%	-$649	0.12%	85
2025 Q2	$789K	Buy	12,837 +310	+2%	+$18K	0.13%	89
2025 Q1	$745K	Sell	12,527 -19	-0.2%	-$1.25K	0.14%	86
2024 Q4	$863K	Sell	12,546 -1,500	-11%	-$104K	0.16%	66
2024 Q3	$915K	Sell	14,046 -981	-7%	-$63.9K	0.2%	71
2024 Q2	$924K	Hold	15,027	–	–	0.37%	53
2024 Q1	$997K	Sell	15,027 -2,500	-14%	-$162K	0.41%	50
2023 Q4	$1.14M	Sell	17,527 -5,000	-22%	-$276K	0.52%	35
2023 Q3	$1.07M	Hold	22,527	–	–	0.58%	37
2023 Q2	$1.09M	Buy	22,527 +9,444	+72%	+$494K	0.64%	29
2023 Q1	$765K	Hold	13,083	–	–	0.53%	32
2022 Q4	$955K	Buy	+13,083	New	+$1M	0.98%	21

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

KFG Wealth Management held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 6,827 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #151.

KFG Wealth Management first reported a position in LKFN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2023. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

KFG Wealth Management held 6,827 shares of Lakeland Financial Corp worth $421K as of Q2 2026.
KFG Wealth Management left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up 0.05% of KFG Wealth Management's portfolio in Q2 2026, its #151 holding.
KFG Wealth Management first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's Lakeland Financial Corp position peaked at $1.14M in Q4 2023.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.