Neuberger Berman Group
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Neuberger Berman Group’s Lakeland Financial Corp LKFN Stock Holding History

Neuberger Berman 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
Q1 		$124M Buy
2,165,397
+382,559
+21% +$22.4M 0.09% 247
2025
Q4 		$102M Sell
1,782,838
-105,773
-6% -$6.29M 0.08% 312
2025
Q3 		$121M Buy
1,888,611
+376,582
+25% +$24.4M 0.09% 289
2025
Q2 		$92.9M Buy
1,512,029
+259,177
+21% +$15M 0.07% 328
2025
Q1 		$74.5M Sell
1,252,852
-7,742
-0.6% -$508K 0.06% 348
2024
Q4 		$86.7M Buy
1,260,594
+166,273
+15% +$11.5M 0.07% 326
2024
Q3 		$71.3M Sell
1,094,321
-4,641
-0.4% -$302K 0.06% 368
2024
Q2 		$67.6M Sell
1,098,962
-25,377
-2% -$1.55M 0.06% 355
2024
Q1 		$74.6M Sell
1,124,339
-49,775
-4% -$3.22M 0.06% 339
2023
Q4 		$76.5M Sell
1,174,114
-12,435
-1% -$686K 0.07% 334
2023
Q3 		$56.3M Sell
1,186,549
-77,278
-6% -$3.99M 0.05% 382
2023
Q2 		$61.3M Sell
1,263,827
-140,191
-10% -$7.33M 0.05% 374
2023
Q1 		$87.9M Sell
1,404,018
-24,268
-2% -$1.69M 0.08% 297
2022
Q4 		$104M Sell
1,428,286
-15,478
-1% -$1.19M 0.1% 260
2022
Q3 		$105M Sell
1,443,764
-8,950
-0.6% -$667K 0.11% 261
2022
Q2 		$96.5M Sell
1,452,714
-29,909
-2% -$2.13M 0.1% 280
2022
Q1 		$108M Buy
1,482,623
+10,171
+0.7% +$812K 0.09% 302
2021
Q4 		$118M Sell
1,472,452
-48,605
-3% -$3.62M 0.09% 297
2021
Q3 		$108M Sell
1,521,057
-24,283
-2% -$1.58M 0.09% 294
2021
Q2 		$95.3M Sell
1,545,340
-51,734
-3% -$3.31M 0.08% 321
2021
Q1 		$111M Buy
1,597,074
+667,271
+72% +$43.8M 0.11% 277
2020
Q4 		$49.8M Sell
929,803
-20,169
-2% -$1.02M 0.05% 402
2020
Q3 		$39.1M Sell
949,972
-27,545
-3% -$1.25M 0.05% 410
2020
Q2 		$45.5M Sell
977,517
-20,877
-2% -$854K 0.06% 380
2020
Q1 		$36.7M Sell
998,394
-26,109
-3% -$1.13M 0.06% 376
2019
Q4 		$50.1M Sell
1,024,503
-18,135
-2% -$844K 0.06% 392
2019
Q3 		$45.9M Sell
1,042,638
-20,274
-2% -$896K 0.06% 394
2019
Q2 		$49.8M Sell
1,062,912
-23,808
-2% -$1.11M 0.06% 401
2019
Q1 		$49.1M Sell
1,086,720
-23,930
-2% -$1.09M 0.06% 394
2018
Q4 		$44.6M Buy
1,110,650
+101,350
+10% +$4.41M 0.06% 383
2018
Q3 		$46.9M Sell
1,009,300
-36,770
-4% -$1.8M 0.05% 425
2018
Q2 		$50.4M Sell
1,046,070
-40,380
-4% -$1.96M 0.06% 417
2018
Q1 		$50.2M Buy
1,086,450
+92,780
+9% +$4.45M 0.06% 406
2017
Q4 		$48.2M Buy
993,670
+362,425
+57% +$17.7M 0.06% 422
2017
Q3 		$30.8M Buy
631,245
+280,980
+80% +$12.7M 0.04% 510
2017
Q2 		$16.1M Buy
+350,265
New +$15.6M 0.02% 661

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Neuberger Berman Group's LKFN Position: Q1 2026 in Review

Neuberger Berman Group increased its Lakeland Financial Corp (LKFN) stake by 21% in Q1 2026, buying an estimated $22.4M and bringing the position to 2,165,397 shares worth $124M. The position accounts for 0.09% of the portfolio, ranked #247.

Neuberger Berman Group first reported a position in LKFN in Q2 2017 and has held it in 36 quarters since. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Neuberger Berman Group held 2,165,397 shares of Lakeland Financial Corp worth $124M as of Q1 2026.
  • Neuberger Berman Group bought 382,559 Lakeland Financial Corp shares in Q1 2026, an estimated $22.4M.
  • Lakeland Financial Corp made up 0.09% of Neuberger Berman Group's portfolio in Q1 2026, its #247 holding.
  • Neuberger Berman Group first reported a position in Lakeland Financial Corp in Q2 2017 and has held it in 36 quarters since.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.