Mariner’s Lakeland Financial Corp LKFN Stock Holding History

Mariner’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
2025 Q4	–	Sell	-3,973	Closed	-$255K	–	3691
2025 Q3	$255K	Buy	+3,973	New	+$258K	﹤0.01%	2955

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

CCM

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Mariner's LKFN Position: Q4 2025 in Review

Mariner sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 3,973 shares — an estimated $255K sold.

Mariner first reported a position in LKFN in Q3 2025 and held it in 1 quarter. The position peaked at $255K in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

Mariner reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
Mariner sold 3,973 Lakeland Financial Corp shares in Q4 2025, an estimated $255K.
Mariner first reported a position in Lakeland Financial Corp in Q3 2025 and held it in 1 quarter.
Mariner's Lakeland Financial Corp position peaked at $255K in Q3 2025.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.