LPL Financial
LKFN icon

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
Q3 		$640K Buy
11,104
+735
+7% +$44.8K ﹤0.01% 4897
2026
Q2 		$640K Sell
10,369
-2,427
-19% -$146K ﹤0.01% 4807
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Monarch Capital Management
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's LKFN Position: Q3 2026 in Review

LPL Financial increased its Lakeland Financial Corp (LKFN) stake by 7.1% in Q3 2026, buying an estimated $44.8K and bringing the position to 11,104 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #4897.

LPL Financial first reported a position in LKFN in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.53M in Q4 2024. 97 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • LPL Financial held 11,104 shares of Lakeland Financial Corp worth $640K as of Q3 2026.
  • LPL Financial bought 735 Lakeland Financial Corp shares in Q3 2026, an estimated $44.8K.
  • Lakeland Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4897 holding.
  • LPL Financial first reported a position in Lakeland Financial Corp in Q3 2021 and has held it in 21 quarters since.
  • LPL Financial's Lakeland Financial Corp position peaked at $4.53M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.