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Larson Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

Larson Financial 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
2026
Q2 		$1.23K Buy
+20
New +$1.21K ﹤0.01% 3248
2025
Q4 		– Sell
-42
Closed -$2.7K – 3584
2025
Q3 		$2.7K Buy
42
+39
+1,300% +$2.53K ﹤0.01% 2589
2025
Q2 		$184 Sell
3
-1
-25% -$58 ﹤0.01% 3074
2025
Q1 		$238 Buy
4
+2
+100% +$131 ﹤0.01% 2754
2024
Q4 		$138 Hold
2
– – ﹤0.01% 2545
2024
Q3 		$130 Hold
2
– – ﹤0.01% 2482
2024
Q2 		$123 Buy
+2
New +$122 ﹤0.01% 2201

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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Larson Financial Group's LKFN Position: Q2 2026 in Review

Larson Financial Group opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 20 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in LKFN as recently as Q3 2025.

Larson Financial Group first reported a position in LKFN in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.7K in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Larson Financial Group held 20 shares of Lakeland Financial Corp worth $1.23K as of Q2 2026.
  • Lakeland Financial Corp was a new Larson Financial Group position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3248 holding.
  • Larson Financial Group first reported a position in Lakeland Financial Corp in Q2 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Lakeland Financial Corp position peaked at $2.7K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.