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 Q3	$535K	Hold	9,276	–	–	0.13%	127
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pathway Financial Advisers's LKFN Position: Q3 2026 in Review

Pathway Financial Advisers held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 9,276 shares worth $535K. The position accounts for 0.13% of the portfolio, ranked #127.

Pathway Financial Advisers first reported a position in LKFN in Q4 2022 and has held it in 15 quarters since. The position peaked at $709K in Q4 2022. 154 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Pathway Financial Advisers held 9,276 shares of Lakeland Financial Corp worth $535K as of Q3 2026.
Pathway Financial Advisers left its Lakeland Financial Corp share count unchanged in Q3 2026.
Lakeland Financial Corp made up 0.13% of Pathway Financial Advisers's portfolio in Q3 2026, its #127 holding.
Pathway Financial Advisers first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 15 quarters since.
Pathway Financial Advisers's Lakeland Financial Corp position peaked at $709K in Q4 2022.
154 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Pathway Financial Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.