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Mutual of America Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Mutual of America Capital 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
Q3 		– Sell
-3,283
Closed -$202K – 1380
2025
Q2 		$202K Sell
3,283
-432
-12% -$25.1K ﹤0.01% 1307
2025
Q1 		$221K Sell
3,715
-149
-4% -$9.77K ﹤0.01% 1321
2024
Q4 		$266K Buy
3,864
+27
+0.7% +$1.87K ﹤0.01% 1306
2024
Q3 		$250K Sell
3,837
-355
-8% -$23.1K ﹤0.01% 1340
2024
Q2 		$258K Sell
4,192
-190
-4% -$11.6K ﹤0.01% 1323
2024
Q1 		$291K Sell
4,382
-69
-2% -$4.46K ﹤0.01% 1318
2023
Q4 		$290K Sell
4,451
-33,298
-88% -$1.84M ﹤0.01% 1306
2023
Q3 		$1.79M Sell
37,749
-2,491
-6% -$129K 0.02% 908
2023
Q2 		$1.95M Sell
40,240
-2,945
-7% -$154K 0.02% 920
2023
Q1 		$2.71M Buy
43,185
+37,872
+713% +$2.64M 0.03% 775
2022
Q4 		$388K Buy
5,313
+269
+5% +$20.6K ﹤0.01% 1187
2022
Q3 		$367K Buy
5,044
+787
+18% +$58.7K 0.01% 1179
2022
Q2 		$283K Buy
4,257
+611
+17% +$43.6K ﹤0.01% 1217
2022
Q1 		$266K Buy
3,646
+190
+5% +$15.2K ﹤0.01% 1263
2021
Q4 		$277K Buy
3,456
+82
+2% +$6.11K ﹤0.01% 1254
2021
Q3 		$240K Buy
+3,374
New +$219K ﹤0.01% 1300
2015
Q3 		– Sell
-2,058
Closed -$60K – 1264
2015
Q2 		$60K Hold
2,058
– – ﹤0.01% 1156
2015
Q1 		$56K Hold
2,058
– – ﹤0.01% 1156
2014
Q4 		$60K Hold
2,058
– – ﹤0.01% 1152
2014
Q3 		$51K Hold
2,058
– – ﹤0.01% 1169
2014
Q2 		$52K Hold
2,058
– – ﹤0.01% 1177
2014
Q1 		$55K Hold
2,058
– – ﹤0.01% 1181
2013
Q4 		$54K Buy
+2,058
New +$49.4K ﹤0.01% 1185

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 $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual of America Capital Management's LKFN Position: Q3 2025 in Review

Mutual of America Capital Management sold out of Lakeland Financial Corp (LKFN) in Q3 2025, closing a stake of 3,283 shares — an estimated $202K sold.

Mutual of America Capital Management first reported a position in LKFN in Q4 2013 and held it in 23 quarters. The position peaked at $2.71M in Q1 2023. 245 funds tracked by Wall St. Rank hold LKFN as of Q3 2025.

  • Mutual of America Capital Management reported no remaining Lakeland Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,283 Lakeland Financial Corp shares in Q3 2025, an estimated $202K.
  • Mutual of America Capital Management first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 23 quarters.
  • Mutual of America Capital Management's Lakeland Financial Corp position peaked at $2.71M in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2025.

Based on Mutual of America Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.