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LPL Financial’s
Lakeland Financial Corp
LKFN
Stock Holding History
LPL Financial’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
$734K
Sell
12,796
-417
-3%
-$24.5K
﹤0.01%
4431
2025
Q4
$754K
Buy
13,213
+891
+7%
+$53K
﹤0.01%
4354
2025
Q3
$791K
Sell
12,322
-38,842
-76%
-$2.52M
﹤0.01%
4236
2025
Q2
$3.14M
Sell
51,164
-15,001
-23%
-$871K
﹤0.01%
2702
2025
Q1
$3.93M
Buy
66,165
+340
+0.5%
+$22.3K
﹤0.01%
2358
2024
Q4
$4.53M
Buy
65,825
+4,044
+7%
+$280K
﹤0.01%
2157
2024
Q3
$4.02M
Buy
61,781
+1,896
+3%
+$123K
﹤0.01%
2163
2024
Q2
$3.68M
Buy
59,885
+2,698
+5%
+$164K
﹤0.01%
2098
2024
Q1
$3.79M
Buy
57,187
+3,158
+6%
+$204K
﹤0.01%
2001
2023
Q4
$3.52M
Buy
54,029
+1,045
+2%
+$57.6K
﹤0.01%
1934
2023
Q3
$2.51M
Buy
52,984
+5,667
+12%
+$293K
﹤0.01%
2116
2023
Q2
$2.3M
Buy
47,317
+7,068
+18%
+$370K
﹤0.01%
2125
2023
Q1
$2.52M
Buy
40,249
+368
+0.9%
+$25.7K
﹤0.01%
1957
2022
Q4
$2.91M
Sell
39,881
-174
-0.4%
-$13.3K
﹤0.01%
1794
2022
Q3
$2.92M
Buy
40,055
+3,642
+10%
+$271K
﹤0.01%
1728
2022
Q2
$2.42M
Buy
36,413
+206
+0.6%
+$14.7K
﹤0.01%
1886
2022
Q1
$2.64M
Sell
36,207
-227
-0.6%
-$18.1K
﹤0.01%
1839
2021
Q4
$2.92M
Buy
36,434
+3,363
+10%
+$251K
﹤0.01%
1813
2021
Q3
$2.36M
Buy
+33,071
New
+$2.15M
﹤0.01%
1929
Other funds holding LKFN
BlackRock
New York
$5.7T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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