MML Investors Services
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MML Investors Services’s Lakeland Financial Corp LKFN Stock Holding History

MML Investors Services’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
2024
Q3 		– Sell
-3,300
Closed -$203K – 2601
2024
Q2 		$203K Sell
3,300
-25
-0.8% -$1.52K ﹤0.01% 2340
2024
Q1 		$220K Buy
3,325
+236
+8% +$15.2K ﹤0.01% 2307
2023
Q4 		$201K Buy
+3,089
New +$170K ﹤0.01% 2316
2023
Q1 		– Sell
-3,040
Closed -$222K – 2188
2022
Q4 		$222K Buy
3,040
+214
+8% +$16.4K ﹤0.01% 1971
2022
Q3 		$206K Buy
+2,826
New +$211K ﹤0.01% 1923

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

MML Investors Services's LKFN Position: Q3 2024 in Review

MML Investors Services sold out of Lakeland Financial Corp (LKFN) in Q3 2024, closing a stake of 3,300 shares — an estimated $203K sold.

MML Investors Services first reported a position in LKFN in Q3 2022 and held it in 5 quarters. The position peaked at $222K in Q4 2022. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

  • MML Investors Services reported no remaining Lakeland Financial Corp position as of Q3 2024 after selling out during the quarter.
  • MML Investors Services sold 3,300 Lakeland Financial Corp shares in Q3 2024, an estimated $203K.
  • MML Investors Services first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 5 quarters.
  • MML Investors Services's Lakeland Financial Corp position peaked at $222K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on MML Investors Services's 13F filing for Q3 2024, filed 15 Nov 2024.