Physician Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Physician Wealth Advisors’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	$4.56K	Hold	79	–	–	﹤0.01%	1186
2026 Q2	$4.88K	Hold	79	–	–	﹤0.01%	1111
2026 Q1	$4.53K	Sell	79 -9	-10%	-$528	﹤0.01%	1040
2025 Q4	$5.02K	Buy	88 +9	+11%	+$535	﹤0.01%	971
2025 Q3	$5.07K	Hold	79	–	–	﹤0.01%	923
2025 Q2	$4.86K	Hold	79	–	–	﹤0.01%	808
2025 Q1	$4.7K	Hold	79	–	–	﹤0.01%	742
2024 Q4	$5.43K	Buy	+79	New	+$5.48K	﹤0.01%	723

Other funds holding LKFN

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

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

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Physician Wealth Advisors's LKFN Position: Q3 2026 in Review

Physician Wealth Advisors held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 79 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Physician Wealth Advisors first reported a position in LKFN in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.43K in Q4 2024. 129 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Physician Wealth Advisors held 79 shares of Lakeland Financial Corp worth $4.56K as of Q3 2026.
Physician Wealth Advisors left its Lakeland Financial Corp share count unchanged in Q3 2026.
Lakeland Financial Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1186 holding.
Physician Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Lakeland Financial Corp position peaked at $5.43K in Q4 2024.
129 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.