Pathway Financial Advisers’s Lakeland Financial Corp LKFN Stock Holding History

Pathway Financial Advisers’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	$573K	Hold	9,276	–	–	0.14%	125
2026 Q1	$532K	Hold	9,276	–	–	0.15%	123
2025 Q4	$529K	Hold	9,276	–	–	0.15%	124
2025 Q3	$596K	Sell	9,276 -100	-1%	-$6.49K	0.17%	120
2025 Q2	$576K	Hold	9,376	–	–	0.19%	120
2025 Q1	$557K	Sell	9,376 -652	-7%	-$42.8K	0.19%	116
2024 Q4	$690K	Buy	10,028 +5	+0%	+$347	0.23%	111
2024 Q3	$653K	Buy	10,023 +4	+0%	+$260	0.3%	80
2024 Q2	$616K	Buy	10,019 +6	+0.1%	+$366	0.22%	111
2024 Q1	$664K	Buy	10,013 +5	+0%	+$323	0.24%	109
2023 Q4	$652K	Buy	10,008 +5	+0%	+$276	0.25%	107
2023 Q3	$475K	Buy	+10,003	New	+$517K	0.2%	117
2023 Q1	$609K	Buy	9,714 +2	+0%	+$140	0.24%	106
2022 Q4	$709K	Buy	+9,712	New	+$744K	0.29%	92

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

Pathway Financial Advisers's LKFN Position: Q2 2026 in Review

Pathway Financial Advisers held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 9,276 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #125.

Pathway Financial Advisers first reported a position in LKFN in Q4 2022 and has held it in 14 quarters since. The position peaked at $709K in Q4 2022. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Pathway Financial Advisers held 9,276 shares of Lakeland Financial Corp worth $573K as of Q2 2026.
Pathway Financial Advisers left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up 0.14% of Pathway Financial Advisers's portfolio in Q2 2026, its #125 holding.
Pathway Financial Advisers first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Lakeland Financial Corp position peaked at $709K in Q4 2022.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.