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Pacific Capital Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-40
Closed -$2.65K – 623
2024
Q1 		$2.65K Buy
+40
New +$2.58K ﹤0.01% 404

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Pacific Capital Wealth Advisors's LKFN Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 40 shares — an estimated $2.65K sold.

Pacific Capital Wealth Advisors first reported a position in LKFN in Q1 2024 and held it in 1 quarter. The position peaked at $2.65K in Q1 2024. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 Lakeland Financial Corp shares in Q2 2024, an estimated $2.65K.
  • Pacific Capital Wealth Advisors first reported a position in Lakeland Financial Corp in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Lakeland Financial Corp position peaked at $2.65K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.