Osaic Holdings
LKFN icon

Osaic Holdings’s Lakeland Financial Corp LKFN Stock Holding History

Osaic Holdings’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 		$32.7K Buy
530
+220
+71% +$13.3K ﹤0.01% 5791
2026
Q1 		$17.8K Buy
310
+79
+34% +$4.63K ﹤0.01% 5927
2025
Q4 		$13.2K Sell
231
-241
-51% -$14.3K ﹤0.01% 6160
2025
Q3 		$31.5K Buy
472
+3
+0.6% +$195 ﹤0.01% 5623
2025
Q2 		$28.8K Buy
469
+305
+186% +$17.7K ﹤0.01% 5436
2025
Q1 		$9.77K Sell
164
-393
-71% -$25.8K ﹤0.01% 5797
2024
Q4 		$38.4K Buy
557
+37
+7% +$2.57K ﹤0.01% 4892
2024
Q3 		$33.9K Sell
520
-10
-2% -$651 ﹤0.01% 5025
2024
Q2 		$32.6K Buy
530
+399
+305% +$24.3K ﹤0.01% 5006
2024
Q1 		$8.72K Sell
131
-11,962
-99% -$773K ﹤0.01% 5825
2023
Q4 		$788K Sell
12,093
-1,824
-13% -$101K ﹤0.01% 2747
2023
Q3 		$661K Sell
13,917
-1,665
-11% -$86.1K ﹤0.01% 3013
2023
Q2 		$753K Sell
15,582
-347
-2% -$18.1K ﹤0.01% 2775
2023
Q1 		$988K Buy
15,929
+345
+2% +$24.1K ﹤0.01% 2479
2022
Q4 		$1.14M Sell
15,584
-566
-4% -$43.3K ﹤0.01% 2257
2022
Q3 		$1.18M Buy
16,150
+928
+6% +$69.2K ﹤0.01% 2066
2022
Q2 		$1.02M Buy
15,222
+1,852
+14% +$132K ﹤0.01% 2246
2022
Q1 		$686K Buy
13,370
+4,413
+49% +$352K ﹤0.01% 2915
2021
Q4 		$718K Buy
8,957
+250
+3% +$18.6K ﹤0.01% 2710
2021
Q3 		$623K Buy
8,707
+32
+0.4% +$2.08K ﹤0.01% 2811
2021
Q2 		$535K Buy
8,675
+233
+3% +$14.9K ﹤0.01% 2956
2021
Q1 		$584K Buy
8,442
+565
+7% +$37.1K ﹤0.01% 2717
2020
Q4 		$422K Buy
7,877
+506
+7% +$25.7K ﹤0.01% 2813
2020
Q3 		$304K Buy
7,371
+1,269
+21% +$57.4K ﹤0.01% 2866
2020
Q2 		$285K Buy
6,102
+1,866
+44% +$76.3K ﹤0.01% 2823
2020
Q1 		$156K Buy
+4,236
New +$184K ﹤0.01% 3100

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Osaic Holdings's LKFN Position: Q2 2026 in Review

Osaic Holdings increased its Lakeland Financial Corp (LKFN) stake by 71% in Q2 2026, buying an estimated $13.3K and bringing the position to 530 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5791.

Osaic Holdings first reported a position in LKFN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.18M in Q3 2022. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Osaic Holdings held 530 shares of Lakeland Financial Corp worth $32.7K as of Q2 2026.
  • Osaic Holdings bought 220 Lakeland Financial Corp shares in Q2 2026, an estimated $13.3K.
  • Lakeland Financial Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5791 holding.
  • Osaic Holdings first reported a position in Lakeland Financial Corp in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Lakeland Financial Corp position peaked at $1.18M in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.