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Pinnacle Wealth Planning Services’s Lakeland Financial Corp LKFN Stock Holding History

Pinnacle Wealth Planning Services’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 		$47.6K Buy
772
+16
+2% +$965 ﹤0.01% 1302
2026
Q1 		$43.4K Sell
756
-388
-34% -$22.8K ﹤0.01% 1277
2025
Q4 		$65.3K Buy
+1,144
New +$68K 0.01% 1024
2021
Q1 		– Sell
-727
Closed -$39K – 1236
2020
Q4 		$39K Buy
+727
New +$36.9K 0.01% 902

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

Pinnacle Wealth Planning Services's LKFN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lakeland Financial Corp (LKFN) stake by 2.1% in Q2 2026, buying an estimated $965 and bringing the position to 772 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Pinnacle Wealth Planning Services first reported a position in LKFN in Q4 2020 and has held it in 4 quarters since. The position peaked at $65.3K in Q4 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 772 shares of Lakeland Financial Corp worth $47.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Lakeland Financial Corp shares in Q2 2026, an estimated $965.
  • Lakeland Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1302 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lakeland Financial Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Lakeland Financial Corp position peaked at $65.3K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.