Nisa Investment Advisors
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Nisa Investment Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Nisa Investment 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
2026
Q1 		$20.1K Buy
351
+29
+9% +$1.7K ﹤0.01% 2007
2025
Q4 		$18.4K Sell
322
-67
-17% -$3.98K ﹤0.01% 1974
2025
Q3 		$25K Buy
389
+95
+32% +$6.17K ﹤0.01% 1896
2025
Q2 		$18.1K Sell
294
-2
-0.7% -$116 ﹤0.01% 1996
2025
Q1 		$17.6K Buy
296
+265
+855% +$17.4K ﹤0.01% 1936
2024
Q4 		$2.13K Hold
31
– – ﹤0.01% 2470
2024
Q3 		$2.02K Sell
31
-1,200
-97% -$78.1K ﹤0.01% 2397
2024
Q2 		$75.7K Sell
1,231
-13
-1% -$792 ﹤0.01% 1546
2024
Q1 		$82.5K Buy
1,244
+30
+2% +$1.94K ﹤0.01% 1524
2023
Q4 		$79.1K Buy
1,214
+1,202
+10,017% +$66.3K ﹤0.01% 1501
2023
Q3 		$570 Sell
12
-10
-45% -$517 ﹤0.01% 2499
2023
Q2 		$1.07K Sell
22
-412
-95% -$21.5K ﹤0.01% 2427
2023
Q1 		$27K Sell
434
-10
-2% -$698 ﹤0.01% 1910
2022
Q4 		$32K Hold
444
– – ﹤0.01% 1914
2022
Q3 		$37K Sell
444
-40
-8% -$2.98K ﹤0.01% 1852
2022
Q2 		$32K Buy
484
+200
+70% +$14.3K ﹤0.01% 1891
2022
Q1 		$21K Sell
284
-116
-29% -$9.27K ﹤0.01% 2040
2021
Q4 		$32K Hold
400
– – ﹤0.01% 1832
2021
Q3 		$28 Sell
400
-350
-47% -$22.8K ﹤0.01% 2029
2021
Q2 		$46 Hold
750
– – ﹤0.01% 1964
2021
Q1 		$52 Hold
750
– – ﹤0.01% 1973
2020
Q4 		$40K Buy
+750
New +$38.1K ﹤0.01% 2024

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 $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nisa Investment Advisors's LKFN Position: Q1 2026 in Review

Nisa Investment Advisors increased its Lakeland Financial Corp (LKFN) stake by 9% in Q1 2026, buying an estimated $1.7K and bringing the position to 351 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Nisa Investment Advisors first reported a position in LKFN in Q4 2020 and has held it in 22 quarters since. The position peaked at $82.5K in Q1 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Nisa Investment Advisors held 351 shares of Lakeland Financial Corp worth $20.1K as of Q1 2026.
  • Nisa Investment Advisors bought 29 Lakeland Financial Corp shares in Q1 2026, an estimated $1.7K.
  • Lakeland Financial Corp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2007 holding.
  • Nisa Investment Advisors first reported a position in Lakeland Financial Corp in Q4 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's Lakeland Financial Corp position peaked at $82.5K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.