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 Q2	$353K	Buy	5,723 +525	+10%	+$31.6K	﹤0.01%	2044
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 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 $3.37T AUM 44.26% 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

Pathstone Holdings's LKFN Position: Q2 2026 in Review

Pathstone Holdings increased its Lakeland Financial Corp (LKFN) stake by 10% in Q2 2026, buying an estimated $31.6K and bringing the position to 5,723 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Pathstone Holdings first reported a position in LKFN in Q4 2023 and has held it in 6 quarters since. The position peaked at $434K in Q3 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Pathstone Holdings held 5,723 shares of Lakeland Financial Corp worth $353K as of Q2 2026.
Pathstone Holdings bought 525 Lakeland Financial Corp shares in Q2 2026, an estimated $31.6K.
Lakeland Financial Corp made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2044 holding.
Pathstone Holdings first reported a position in Lakeland Financial Corp in Q4 2023 and has held it in 6 quarters since.
Pathstone Holdings's Lakeland Financial Corp position peaked at $434K in Q3 2025.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

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