Next Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

Next Financial 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
2021 Q4	$2K	Buy	+27	New	+$2.01K	﹤0.01%	2619

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Next Financial Group's LKFN Position: Q4 2021 in Review

Next Financial Group opened a new position in Lakeland Financial Corp (LKFN) in Q4 2021: 27 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2619 among its holdings.

186 funds tracked by Wall St. Rank hold LKFN as of Q4 2021.

Next Financial Group held 27 shares of Lakeland Financial Corp worth $2K as of Q4 2021.
Lakeland Financial Corp was a new Next Financial Group position in Q4 2021.
Lakeland Financial Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2619 holding.
186 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.