Mather Group’s Lakeland Financial Corp LKFN Stock Holding History

Mather Group’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	$10.6K	Hold	183	–	–	﹤0.01%	1629
2026 Q2	$11.3K	Hold	183	–	–	﹤0.01%	1475
2026 Q1	$10.5K	Buy	+183	New	+$10.7K	﹤0.01%	1444
2025 Q4	–	Sell	-183	Closed	-$11.7K	–	1218
2025 Q3	$11.7K	Buy	+183	New	+$11.9K	﹤0.01%	1239
2025 Q2	–	Sell	-183	Closed	-$10.9K	–	1243
2025 Q1	$10.9K	Sell	183 -9	-5%	-$590	﹤0.01%	1233
2024 Q4	$13.2K	Buy	+192	New	+$13.3K	﹤0.01%	1172

Other funds holding LKFN

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

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Mather Group's LKFN Position: Q3 2026 in Review

Mather Group held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 183 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Mather Group first reported a position in LKFN in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2K in Q4 2024. 42 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Mather Group held 183 shares of Lakeland Financial Corp worth $10.6K as of Q3 2026.
Mather Group left its Lakeland Financial Corp share count unchanged in Q3 2026.
Lakeland Financial Corp made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1629 holding.
Mather Group first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 6 quarters since.
Mather Group's Lakeland Financial Corp position peaked at $13.2K in Q4 2024.
42 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.