Legato Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Legato Capital 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 Q1	$279K	Hold	4,861	–	–	0.03%	655
2025 Q4	$277K	Sell	4,861 -4,491	-48%	-$267K	0.02%	686
2025 Q3	$600K	Hold	9,352	–	–	0.07%	420
2025 Q2	$575K	Hold	9,352	–	–	0.07%	419
2025 Q1	$556K	Sell	9,352 -123	-1%	-$8.06K	0.07%	408
2024 Q4	$652K	Hold	9,475	–	–	0.09%	398
2024 Q3	$617K	Hold	9,475	–	–	0.08%	408
2024 Q2	$583K	Hold	9,475	–	–	0.08%	401
2024 Q1	$628K	Hold	9,475	–	–	0.08%	387
2023 Q4	$617K	Buy	9,475 +2,708	+40%	+$149K	0.08%	369
2023 Q3	$321K	Sell	6,767 -264	-4%	-$13.6K	0.05%	470
2023 Q2	$341K	Hold	7,031	–	–	0.05%	478
2023 Q1	$440K	Hold	7,031	–	–	0.08%	377
2022 Q4	$513K	Buy	+7,031	New	+$538K	0.1%	347
2018 Q1	–	Sell	-9,339	Closed	-$453K	–	172
2017 Q4	$453K	Hold	9,339	–	–	0.07%	215
2017 Q3	$455K	Buy	+9,339	New	+$422K	0.07%	217

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legato Capital Management's LKFN Position: Q1 2026 in Review

Legato Capital Management held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 4,861 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #655.

Legato Capital Management first reported a position in LKFN in Q3 2017 and has held it in 16 quarters since. The position peaked at $652K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Legato Capital Management held 4,861 shares of Lakeland Financial Corp worth $279K as of Q1 2026.
Legato Capital Management left its Lakeland Financial Corp share count unchanged in Q1 2026.
Lakeland Financial Corp made up 0.03% of Legato Capital Management's portfolio in Q1 2026, its #655 holding.
Legato Capital Management first reported a position in Lakeland Financial Corp in Q3 2017 and has held it in 16 quarters since.
Legato Capital Management's Lakeland Financial Corp position peaked at $652K in Q4 2024.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.