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
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 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

Larson Financial Group's LKFN Position: Q4 2025 in Review

Larson Financial Group sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 42 shares — an estimated $2.7K sold.

Larson Financial Group first reported a position in LKFN in Q2 2024 and held it in 6 quarters. The position peaked at $2.7K in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

Larson Financial Group reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 42 Lakeland Financial Corp shares in Q4 2025, an estimated $2.7K.
Larson Financial Group first reported a position in Lakeland Financial Corp in Q2 2024 and held it in 6 quarters.
Larson Financial Group's Lakeland Financial Corp position peaked at $2.7K in Q3 2025.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.