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 Q2	$421K	Buy	6,825 +1,964	+40%	+$118K	0.03%	526
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 $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

Legato Capital Management's LKFN Position: Q2 2026 in Review

Legato Capital Management increased its Lakeland Financial Corp (LKFN) stake by 40% in Q2 2026, buying an estimated $118K and bringing the position to 6,825 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #526.

Legato Capital Management first reported a position in LKFN in Q3 2017 and has held it in 17 quarters since. The position peaked at $652K in Q4 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Legato Capital Management held 6,825 shares of Lakeland Financial Corp worth $421K as of Q2 2026.
Legato Capital Management bought 1,964 Lakeland Financial Corp shares in Q2 2026, an estimated $118K.
Lakeland Financial Corp made up 0.03% of Legato Capital Management's portfolio in Q2 2026, its #526 holding.
Legato Capital Management first reported a position in Lakeland Financial Corp in Q3 2017 and has held it in 17 quarters since.
Legato Capital Management's Lakeland Financial Corp position peaked at $652K in Q4 2024.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.