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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Personal CFO Solutions's LKFN Position: Q1 2026 in Review

Personal CFO Solutions increased its Lakeland Financial Corp (LKFN) stake by 2.4% in Q1 2026, buying an estimated $5.34K and bringing the position to 3,859 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #475.

Personal CFO Solutions first reported a position in LKFN in Q1 2021 and has held it in 20 quarters since. The position peaked at $310K in Q4 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Personal CFO Solutions held 3,859 shares of Lakeland Financial Corp worth $221K as of Q1 2026.
  • Personal CFO Solutions bought 91 Lakeland Financial Corp shares in Q1 2026, an estimated $5.34K.
  • Lakeland Financial Corp made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #475 holding.
  • Personal CFO Solutions first reported a position in Lakeland Financial Corp in Q1 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's Lakeland Financial Corp position peaked at $310K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.