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 Q2	$2.53K	Buy	41 +13	+46%	+$784	﹤0.01%	3594
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

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's LKFN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Lakeland Financial Corp (LKFN) stake by 46% in Q2 2026, buying an estimated $784 and bringing the position to 41 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Northwestern Mutual Wealth Management first reported a position in LKFN in Q4 2014 and has held it in 16 quarters since. The position peaked at $21K in Q4 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Northwestern Mutual Wealth Management held 41 shares of Lakeland Financial Corp worth $2.53K as of Q2 2026.
Northwestern Mutual Wealth Management bought 13 Lakeland Financial Corp shares in Q2 2026, an estimated $784.
Lakeland Financial Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3594 holding.
Northwestern Mutual Wealth Management first reported a position in Lakeland Financial Corp in Q4 2014 and has held it in 16 quarters since.
Northwestern Mutual Wealth Management's Lakeland Financial Corp position peaked at $21K in Q4 2021.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.