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Lindbrook Capital’s Lakeland Financial Corp LKFN Stock Holding History

Lindbrook Capital’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
2021
Q2 		– Sell
-16
Closed -$1K – 1963
2021
Q1 		$1K Buy
+16
New +$1.05K ﹤0.01% 1748
2020
Q2 		– Sell
-70
Closed -$3K – 1816
2020
Q1 		$3K Hold
70
– – ﹤0.01% 1203
2019
Q4 		$3K Hold
70
– – ﹤0.01% 1214
2019
Q3 		$3K Buy
+70
New +$3.09K ﹤0.01% 1189

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lindbrook Capital's LKFN Position: Q2 2021 in Review

Lindbrook Capital sold out of Lakeland Financial Corp (LKFN) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in LKFN in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2020. 166 funds tracked by Wall St. Rank hold LKFN as of Q2 2021.

  • Lindbrook Capital reported no remaining Lakeland Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Lindbrook Capital sold 16 Lakeland Financial Corp shares in Q2 2021, an estimated $1K.
  • Lindbrook Capital first reported a position in Lakeland Financial Corp in Q3 2019 and held it in 4 quarters.
  • Lindbrook Capital's Lakeland Financial Corp position peaked at $3K in Q1 2020.
  • 166 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2021.

Based on Lindbrook Capital's 13F filing for Q2 2021, filed 27 Jul 2021.