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Perkins Coie Trust Company’s Lakeland Financial Corp LKFN Stock Holding History

Perkins Coie Trust Company’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
2025
Q2 		– Sell
-3
Closed -$178 – 399
2025
Q1 		$178 Buy
+3
New +$197 ﹤0.01% 427

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perkins Coie Trust Company's LKFN Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 3 shares — an estimated $178 sold.

Perkins Coie Trust Company first reported a position in LKFN in Q1 2025 and held it in 1 quarter. The position peaked at $178 in Q1 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

  • Perkins Coie Trust Company reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 3 Lakeland Financial Corp shares in Q2 2025, an estimated $178.
  • Perkins Coie Trust Company first reported a position in Lakeland Financial Corp in Q1 2025 and held it in 1 quarter.
  • Perkins Coie Trust Company's Lakeland Financial Corp position peaked at $178 in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.