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Neumeier Poma Investment Counsel’s Lakeland Financial Corp LKFN Stock Holding History

Neumeier Poma Investment Counsel’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 		$27.4M Sell
478,164
-4,080
-0.8% -$239K 2.26% 22
2025
Q4 		$27.5M Sell
482,244
-11,225
-2% -$667K 2.27% 22
2025
Q3 		$31.7M Buy
493,469
+29,044
+6% +$1.89M 2.59% 19
2025
Q2 		$28.5M Sell
464,425
-10,677
-2% -$620K 2.66% 20
2025
Q1 		$28.2M Sell
475,102
-1,011
-0.2% -$66.3K 3.04% 11
2024
Q4 		$32.7M Sell
476,113
-12,389
-3% -$859K 3.17% 11
2024
Q3 		$31.8M Sell
488,502
-50,233
-9% -$3.27M 3.03% 12
2024
Q2 		$33.1M Sell
538,735
-13,245
-2% -$807K 3.03% 10
2024
Q1 		$36.6M Buy
551,980
+4,523
+0.8% +$292K 3.36% 13
2023
Q4 		$35.7M Buy
547,457
+245,825
+81% +$13.6M 3.18% 15
2023
Q3 		$14.3M Buy
301,632
+9,840
+3% +$509K 1.4% 31
2023
Q2 		$14.2M Sell
291,792
-33,412
-10% -$1.75M 1.3% 32
2023
Q1 		$20.4M Sell
325,204
-9,470
-3% -$661K 1.9% 25
2022
Q4 		$24.4M Buy
334,674
+8,232
+3% +$630K 2.27% 19
2022
Q3 		$23.8M Sell
326,442
-61,525
-16% -$4.59M 2.35% 20
2022
Q2 		$25.8M Sell
387,967
-11,580
-3% -$826K 2.02% 24
2022
Q1 		$29.2M Sell
399,547
-40,050
-9% -$3.2M 1.96% 29
2021
Q4 		$35.2M Sell
439,597
-23,475
-5% -$1.75M 1.96% 30
2021
Q3 		$33M Sell
463,072
-7,935
-2% -$516K 1.96% 30
2021
Q2 		$29M Hold
471,007
– – 1.7% 32
2021
Q1 		$32.6M Buy
471,007
+32,625
+7% +$2.14M 1.96% 26
2020
Q4 		$23.5M Buy
438,382
+90,145
+26% +$4.58M 1.56% 32
2020
Q3 		$14.3M Buy
348,237
+6,100
+2% +$276K 1.18% 36
2020
Q2 		$15.9M Buy
342,137
+85,125
+33% +$3.48M 1.44% 34
2020
Q1 		$9.45M Buy
257,012
+8,933
+4% +$388K 0.97% 40
2019
Q4 		$12.1M Buy
248,079
+19,315
+8% +$899K 0.93% 39
2019
Q3 		$10.1M Buy
228,764
+9,450
+4% +$418K 0.84% 39
2019
Q2 		$10.3M Buy
219,314
+9,212
+4% +$429K 0.85% 42
2019
Q1 		$9.5M Sell
210,102
-139,354
-40% -$6.35M 0.8% 40
2018
Q4 		$14M Buy
349,456
+4,063
+1% +$177K 1.33% 34
2018
Q3 		$16.1M Buy
345,393
+20,900
+6% +$1.02M 1.33% 33
2018
Q2 		$15.6M Sell
324,493
-22,865
-7% -$1.11M 1.45% 30
2018
Q1 		$16.1M Sell
347,358
-66,245
-16% -$3.18M 1.65% 30
2017
Q4 		$20.1M Sell
413,603
-3,577
-0.9% -$175K 2.01% 26
2017
Q3 		$20.3M Sell
417,180
-4,125
-1% -$186K 2.12% 25
2017
Q2 		$19.3M Sell
421,305
-512
-0.1% -$22.8K 2.25% 26
2017
Q1 		$18.2M Sell
421,817
-103,650
-20% -$4.63M 2.17% 27
2016
Q4 		$24.9M Buy
525,467
+30,011
+6% +$1.22M 3.43% 11
2016
Q3 		$17.5M Buy
495,456
+36,096
+8% +$1.25M 2.63% 21
2016
Q2 		$14.4M Buy
459,360
+50,625
+12% +$1.59M 2.28% 19
2016
Q1 		$12.5M Buy
408,735
+18,832
+5% +$545K 1.98% 27
2015
Q4 		$12.1M Buy
389,903
+12,450
+3% +$388K 2.1% 26
2015
Q3 		$11.4M Buy
377,453
+32,025
+9% +$902K 2.15% 24
2015
Q2 		$9.99M Buy
345,428
+1,725
+0.5% +$46.8K 2.12% 26
2015
Q1 		$9.3M Buy
343,703
+100,028
+41% +$2.67M 2.04% 29
2014
Q4 		$7.06M Buy
+243,675
New +$6.55M 1.67% 27

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $4.87B AUM 31.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neumeier Poma Investment Counsel's LKFN Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Lakeland Financial Corp (LKFN) stake by 0.85% in Q1 2026, selling an estimated $239K and leaving 478,164 shares worth $27.4M. The position accounts for 2.26% of the portfolio, ranked #22.

Neumeier Poma Investment Counsel first reported a position in LKFN in Q4 2014 and has held it in 46 quarters since. The position peaked at $36.6M in Q1 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Neumeier Poma Investment Counsel held 478,164 shares of Lakeland Financial Corp worth $27.4M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 4,080 Lakeland Financial Corp shares in Q1 2026, an estimated $239K.
  • Lakeland Financial Corp made up 2.26% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #22 holding.
  • Neumeier Poma Investment Counsel first reported a position in Lakeland Financial Corp in Q4 2014 and has held it in 46 quarters since.
  • Neumeier Poma Investment Counsel's Lakeland Financial Corp position peaked at $36.6M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.