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MGB Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

MGB Wealth Management’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
2025
Q4 		– Sell
-4,027
Closed -$259K – 323
2025
Q3 		$259K Hold
4,027
– – 0.07% 191
2025
Q2 		$247K Hold
4,027
– – 0.08% 191
2025
Q1 		$239K Hold
4,027
– – 0.09% 189
2024
Q4 		$277K Hold
4,027
– – 0.09% 164
2024
Q3 		$262K Hold
4,027
– – 0.1% 162
2024
Q2 		$254K Hold
4,027
– – 0.1% 168
2024
Q1 		$267K Hold
4,027
– – 0.11% 160
2023
Q4 		$262K Buy
+4,027
New +$222K 0.13% 156

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

MGB Wealth Management's LKFN Position: Q4 2025 in Review

MGB Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 4,027 shares — an estimated $259K sold.

MGB Wealth Management first reported a position in LKFN in Q4 2023 and held it in 8 quarters. The position peaked at $277K in Q4 2024. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • MGB Wealth Management reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 4,027 Lakeland Financial Corp shares in Q4 2025, an estimated $259K.
  • MGB Wealth Management first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 8 quarters.
  • MGB Wealth Management's Lakeland Financial Corp position peaked at $277K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.