MPWM Advisory Solutions’s Lakeland Financial Corp LKFN Stock Holding History

MPWM Advisory Solutions’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	$1.79K	Hold	29	–	–	﹤0.01%	503
2026 Q1	$1.66K	Hold	29	–	–	﹤0.01%	506
2025 Q4	$1.66K	Hold	29	–	–	﹤0.01%	478
2025 Q3	$1.86K	Hold	29	–	–	﹤0.01%	440
2025 Q2	$1.78K	Sell	29 -10	-26%	-$580	﹤0.01%	449
2025 Q1	$2.32K	Hold	39	–	–	﹤0.01%	442
2024 Q4	$2.68K	Buy	+39	New	+$2.71K	﹤0.01%	439

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

MPWM Advisory Solutions's LKFN Position: Q2 2026 in Review

MPWM Advisory Solutions held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 29 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

MPWM Advisory Solutions first reported a position in LKFN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68K in Q4 2024. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

MPWM Advisory Solutions held 29 shares of Lakeland Financial Corp worth $1.79K as of Q2 2026.
MPWM Advisory Solutions left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #503 holding.
MPWM Advisory Solutions first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Lakeland Financial Corp position peaked at $2.68K in Q4 2024.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.