PWPS
LKFN icon

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
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 $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

Pinnacle Wealth Planning Services's LKFN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Lakeland Financial Corp (LKFN) stake by 34% in Q1 2026, selling an estimated $22.8K and leaving 756 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Pinnacle Wealth Planning Services first reported a position in LKFN in Q4 2020 and has held it in 3 quarters since. The position peaked at $65.3K in Q4 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 756 shares of Lakeland Financial Corp worth $43.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 388 Lakeland Financial Corp shares in Q1 2026, an estimated $22.8K.
  • Lakeland Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1277 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lakeland Financial Corp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Lakeland Financial Corp position peaked at $65.3K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.