Pathstone Holdings
LKFN icon

Pathstone Holdings’s Lakeland Financial Corp LKFN Stock Holding History

Pathstone 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
Q1 		$298K Buy
+5,198
New +$305K ﹤0.01% 1978
2025
Q4 		– Sell
-6,759
Closed -$434K – 2321
2025
Q3 		$434K Buy
+6,759
New +$439K ﹤0.01% 1835
2024
Q3 		– Sell
-6,052
Closed -$372K – 2368
2024
Q2 		$372K Buy
6,052
+131
+2% +$7.98K ﹤0.01% 1844
2024
Q1 		$393K Buy
5,921
+1,636
+38% +$106K ﹤0.01% 1797
2023
Q4 		$279K Buy
+4,285
New +$236K ﹤0.01% 1874

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

Pathstone Holdings's LKFN Position: Q1 2026 in Review

Pathstone Holdings opened a new position in Lakeland Financial Corp (LKFN) in Q1 2026: 5,198 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1978 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in LKFN as recently as Q3 2025.

Pathstone Holdings first reported a position in LKFN in Q4 2023 and has held it in 5 quarters since. The position peaked at $434K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Pathstone Holdings held 5,198 shares of Lakeland Financial Corp worth $298K as of Q1 2026.
  • Lakeland Financial Corp was a new Pathstone Holdings position in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1978 holding.
  • Pathstone Holdings first reported a position in Lakeland Financial Corp in Q4 2023 and has held it in 5 quarters since.
  • Pathstone Holdings's Lakeland Financial Corp position peaked at $434K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.