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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's LKFN Position: Q2 2026 in Review

Physician Wealth Advisors held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 79 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Physician Wealth Advisors first reported a position in LKFN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43K in Q4 2024. 29 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Physician Wealth Advisors held 79 shares of Lakeland Financial Corp worth $4.88K as of Q2 2026.
Physician Wealth Advisors left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1111 holding.
Physician Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Lakeland Financial Corp position peaked at $5.43K in Q4 2024.
29 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.