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 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	-$1.21K	–	1053
2018 Q2	$1.21K	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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

MassMutual Private Wealth & Trust's LKFN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 4 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in LKFN as recently as Q3 2025.

MassMutual Private Wealth & Trust first reported a position in LKFN in Q1 2014 and has held it in 14 quarters since. The position peaked at $7.81K in Q2 2023. 20 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

MassMutual Private Wealth & Trust held 4 shares of Lakeland Financial Corp worth $247 as of Q2 2026.
Lakeland Financial Corp was a new MassMutual Private Wealth & Trust position in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2351 holding.
MassMutual Private Wealth & Trust first reported a position in Lakeland Financial Corp in Q1 2014 and has held it in 14 quarters since.
MassMutual Private Wealth & Trust's Lakeland Financial Corp position peaked at $7.81K in Q2 2023.
20 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.