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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
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

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

Mather Group's LKFN Position: Q2 2026 in Review

Mather Group held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 183 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Mather Group first reported a position in LKFN in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.2K in Q4 2024. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Mather Group held 183 shares of Lakeland Financial Corp worth $11.3K as of Q2 2026.
  • Mather Group left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1475 holding.
  • Mather Group first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 5 quarters since.
  • Mather Group's Lakeland Financial Corp position peaked at $13.2K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.