MassMutual Private Wealth & Trust’s Lakeland Financial Corp LKFN Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-4	Closed	-$247	–	2423
2026 Q2	$247	Buy	+4	New	+$241	﹤0.01%	2351
2025 Q4	–	Sell	-78	Closed	-$5.01K	–	2425
2025 Q3	$5.01K	Hold	78	–	–	﹤0.01%	1673
2025 Q2	$4.79K	Hold	78	–	–	﹤0.01%	1657
2025 Q1	$4.64K	Hold	78	–	–	﹤0.01%	1638
2024 Q4	$5.36K	Hold	78	–	–	﹤0.01%	1509
2024 Q3	$5.08K	Sell	78 -4	-5%	-$260	﹤0.01%	1379
2024 Q2	$5.04K	Hold	82	–	–	﹤0.01%	1307
2024 Q1	$5.44K	Hold	82	–	–	﹤0.01%	1240
2023 Q4	$5.34K	Sell	82 -5	-6%	-$276	﹤0.01%	1226
2023 Q3	$4.13K	Sell	87 -74	-46%	-$3.83K	﹤0.01%	1312
2023 Q2	$7.81K	Buy	+161	New	+$8.42K	﹤0.01%	1049
2022 Q3	–	Sell	-9	Closed	-$1K	–	1730
2022 Q2	$1K	Buy	+9	New	+$642	﹤0.01%	1342
2018 Q3	–	Sell	-25	Closed	-$1.2K	–	1053
2018 Q2	$1.2K	Buy	+25	New	+$1.22K	﹤0.01%	969
2014 Q2	–	Sell	-66	Closed	-$1.77K	–	575
2014 Q1	$1.77K	Buy	+66	New	+$1.68K	﹤0.01%	528

Other funds holding LKFN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's LKFN Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of Lakeland Financial Corp (LKFN) in Q3 2026, closing a stake of 4 shares — an estimated $247 sold.

MassMutual Private Wealth & Trust first reported a position in LKFN in Q1 2014 and held it in 14 quarters. The position peaked at $7.81K in Q2 2023. 129 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

MassMutual Private Wealth & Trust reported no remaining Lakeland Financial Corp position as of Q3 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 4 Lakeland Financial Corp shares in Q3 2026, an estimated $247.
MassMutual Private Wealth & Trust first reported a position in Lakeland Financial Corp in Q1 2014 and held it in 14 quarters.
MassMutual Private Wealth & Trust's Lakeland Financial Corp position peaked at $7.81K in Q2 2023.
129 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.