NFJ Investment Group’s Lakeland Financial Corp LKFN Stock Holding History

NFJ Investment 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 Q2	$14.4M	Sell	232,747 -220,485	-49%	-$13.3M	0.49%	62
2026 Q1	$26M	Buy	453,232 +3,990	+0.9%	+$234K	0.99%	37
2025 Q4	$25.6M	Sell	449,242 -25,849	-5%	-$1.54M	0.92%	36
2025 Q3	$30.5M	Buy	475,091 +191,401	+67%	+$12.4M	1.05%	32
2025 Q2	$17.4M	Buy	283,690 +131,948	+87%	+$7.66M	0.61%	56
2025 Q1	$9.02M	Sell	151,742 -424	-0.3%	-$27.8K	0.3%	91
2024 Q4	$10.5M	Sell	152,166 -9,485	-6%	-$658K	0.34%	92
2024 Q3	$10.5M	Sell	161,651 -11,240	-7%	-$732K	0.31%	96
2024 Q2	$10.6M	Sell	172,891 -7,749	-4%	-$472K	0.33%	92
2024 Q1	$12M	Sell	180,640 -24,138	-12%	-$1.56M	0.33%	92
2023 Q4	$13.3M	Sell	204,778 -41,876	-17%	-$2.31M	0.37%	77
2023 Q3	$11.7M	Sell	246,654 -14,053	-5%	-$726K	0.34%	83
2023 Q2	$12.6M	Buy	+260,707	New	+$13.6M	0.34%	89

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

NFJ Investment Group's LKFN Position: Q2 2026 in Review

NFJ Investment Group reduced its Lakeland Financial Corp (LKFN) stake by 49% in Q2 2026, selling an estimated $13.3M and leaving 232,747 shares worth $14.4M. The position accounts for 0.49% of the portfolio, ranked #62.

NFJ Investment Group first reported a position in LKFN in Q2 2023 and has held it in 13 quarters since. The position peaked at $30.5M in Q3 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

NFJ Investment Group held 232,747 shares of Lakeland Financial Corp worth $14.4M as of Q2 2026.
NFJ Investment Group sold 220,485 Lakeland Financial Corp shares in Q2 2026, an estimated $13.3M.
Lakeland Financial Corp made up 0.49% of NFJ Investment Group's portfolio in Q2 2026, its #62 holding.
NFJ Investment Group first reported a position in Lakeland Financial Corp in Q2 2023 and has held it in 13 quarters since.
NFJ Investment Group's Lakeland Financial Corp position peaked at $30.5M in Q3 2025.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.