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Northwestern Mutual Wealth Management’s
Lakeland Financial Corp
LKFN
Stock Holding History
Northwestern Mutual Wealth Management’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
$1.61K
Hold
28
–
–
﹤0.01%
3659
2025
Q4
$1.6K
Sell
28
-70
-71%
-$4.16K
﹤0.01%
3538
2025
Q3
$6.29K
Buy
98
+70
+250%
+$4.54K
﹤0.01%
3068
2025
Q2
$1.72K
Hold
28
–
–
﹤0.01%
3291
2025
Q1
$1.66K
Sell
28
-141
-83%
-$9.24K
﹤0.01%
3195
2024
Q4
$11.6K
Buy
+169
New
+$11.7K
﹤0.01%
2690
2024
Q3
–
Sell
-38
Closed
-$2.34K
–
3740
2024
Q2
$2.34K
Sell
38
-20
-34%
-$1.22K
﹤0.01%
3062
2024
Q1
$3.85K
Buy
+58
New
+$3.75K
﹤0.01%
2906
2023
Q1
–
Sell
-121
Closed
-$8.83K
–
3499
2022
Q4
$8.83K
Buy
+121
New
+$9.26K
﹤0.01%
2553
2022
Q2
–
Sell
-71
Closed
-$5K
–
3341
2022
Q1
$5K
Sell
71
-191
-73%
-$15.3K
﹤0.01%
2740
2021
Q4
$21K
Hold
262
–
–
﹤0.01%
2315
2021
Q3
$19K
Hold
262
–
–
﹤0.01%
2243
2021
Q2
$16K
Buy
+262
New
+$16.8K
﹤0.01%
2287
2015
Q4
–
Sell
-84
Closed
-$3K
–
1727
2015
Q3
$3K
Buy
+84
New
+$2.37K
﹤0.01%
1371
2015
Q1
–
Sell
-75
Closed
-$2K
–
1690
2014
Q4
$2K
Buy
+75
New
+$2.02K
﹤0.01%
1519
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$5.7T AUM
30.48%
1-Year Est. Return
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$131B AUM
28.36%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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