Mariner
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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
2026
Q2 		$790K Buy
+12,797
New +$771K ﹤0.01% 2135
2025
Q4 		– Sell
-3,973
Closed -$255K – 3691
2025
Q3 		$255K Buy
+3,973
New +$258K ﹤0.01% 2955

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Mariner's LKFN Position: Q2 2026 in Review

Mariner opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 12,797 shares worth $790K. The stake represents ﹤0.01% of the portfolio and ranks #2135 among its holdings. This is a return to the name: Mariner previously reported a position in LKFN as recently as Q3 2025.

Mariner first reported a position in LKFN in Q3 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Mariner held 12,797 shares of Lakeland Financial Corp worth $790K as of Q2 2026.
  • Lakeland Financial Corp was a new Mariner position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2135 holding.
  • Mariner first reported a position in Lakeland Financial Corp in Q3 2025 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.