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Personal CFO Solutions’s Lakeland Financial Corp LKFN Stock Holding History

Personal CFO Solutions’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 		– Sell
-3,859
Closed -$221K – 565
2026
Q1 		$221K Buy
3,859
+91
+2% +$5.34K 0.03% 475
2025
Q4 		$215K Sell
3,768
-433
-10% -$25.7K 0.03% 482
2025
Q3 		$270K Buy
4,201
+254
+6% +$16.5K 0.05% 376
2025
Q2 		$243K Sell
3,947
-206
-5% -$12K 0.04% 398
2025
Q1 		$247K Sell
4,153
-192
-4% -$12.6K 0.05% 373
2024
Q4 		$299K Sell
4,345
-219
-5% -$15.2K 0.06% 326
2024
Q3 		$297K Buy
4,564
+79
+2% +$5.14K 0.04% 427
2024
Q2 		$276K Sell
4,485
-178
-4% -$10.8K 0.04% 412
2024
Q1 		$309K Buy
4,663
+129
+3% +$8.34K 0.05% 387
2023
Q4 		$295K Buy
4,534
+12
+0.3% +$662 0.05% 377
2023
Q3 		$215K Buy
+4,522
New +$234K 0.04% 421
2023
Q2 		– Sell
-3,800
Closed -$238K – 492
2023
Q1 		$238K Sell
3,800
-310
-8% -$21.6K 0.05% 388
2022
Q4 		$300K Buy
4,110
+221
+6% +$16.9K 0.06% 296
2022
Q3 		$283K Sell
3,889
-100
-3% -$7.45K 0.07% 265
2022
Q2 		$265K Sell
3,989
-38
-0.9% -$2.71K 0.06% 298
2022
Q1 		$294K Buy
4,027
+157
+4% +$12.5K 0.06% 334
2021
Q4 		$310K Sell
3,870
-42
-1% -$3.13K 0.06% 314
2021
Q3 		$279K Buy
3,912
+242
+7% +$15.7K 0.06% 308
2021
Q2 		$226K Buy
3,670
+41
+1% +$2.63K 0.05% 378
2021
Q1 		$251K Buy
+3,629
New +$238K 0.05% 315

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Personal CFO Solutions's LKFN Position: Q2 2026 in Review

Personal CFO Solutions sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 3,859 shares — an estimated $221K sold.

Personal CFO Solutions first reported a position in LKFN in Q1 2021 and held it in 20 quarters. The position peaked at $310K in Q4 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Personal CFO Solutions reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 3,859 Lakeland Financial Corp shares in Q2 2026, an estimated $221K.
  • Personal CFO Solutions first reported a position in Lakeland Financial Corp in Q1 2021 and held it in 20 quarters.
  • Personal CFO Solutions's Lakeland Financial Corp position peaked at $310K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.