New Age Alpha Advisors’s Lakeland Financial Corp LKFN Stock Holding History

New Age Alpha Advisors’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 Q4	–	Sell	-23,814	Closed	-$1.53M	–	842
2025 Q3	$1.53M	Sell	23,814 -618	-3%	-$40.1K	0.06%	352
2025 Q2	$1.5M	Sell	24,432 -949	-4%	-$55.1K	0.07%	360
2025 Q1	$1.51M	Buy	+25,381	New	+$1.66M	0.07%	360

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

New Age Alpha Advisors's LKFN Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 23,814 shares — an estimated $1.53M sold.

New Age Alpha Advisors first reported a position in LKFN in Q1 2025 and held it in 3 quarters. The position peaked at $1.53M in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

New Age Alpha Advisors reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 23,814 Lakeland Financial Corp shares in Q4 2025, an estimated $1.53M.
New Age Alpha Advisors first reported a position in Lakeland Financial Corp in Q1 2025 and held it in 3 quarters.
New Age Alpha Advisors's Lakeland Financial Corp position peaked at $1.53M in Q3 2025.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.