Plante Moran Financial Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Plante Moran Financial 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	$988	Buy	+16	New	+$965	﹤0.01%	906
2023 Q4	–	Sell	-468	Closed	-$22.2K	–	863
2023 Q3	$22.2K	Hold	468	–	–	﹤0.01%	416
2023 Q2	$22.7K	Hold	468	–	–	﹤0.01%	418
2023 Q1	$29.3K	Buy	468 +3	+0.6%	+$209	﹤0.01%	379
2022 Q4	$34K	Buy	465 +2	+0.4%	+$153	﹤0.01%	365
2022 Q3	$34K	Buy	463 +2	+0.4%	+$149	0.01%	363
2022 Q2	$31K	Buy	461 +3	+0.7%	+$214	0.01%	384
2022 Q1	$33K	Buy	458 +2	+0.4%	+$160	0.01%	396
2021 Q4	$37K	Buy	456 +2	+0.4%	+$149	0.01%	418
2021 Q3	$32K	Buy	454 +2	+0.4%	+$130	0.01%	459
2021 Q2	$28K	Buy	452 +3	+0.7%	+$192	0.01%	491
2021 Q1	$31K	Buy	449 +2	+0.4%	+$131	0.01%	458
2020 Q4	$24K	Buy	447 +59	+15%	+$3K	0.01%	493
2020 Q3	$16K	Buy	388 +76	+24%	+$3.44K	0.01%	539
2020 Q2	$15K	Buy	312 +2	+0.6%	+$82	0.01%	480
2020 Q1	$11K	Buy	310 +2	+0.6%	+$87	0.01%	486
2019 Q4	$15K	Buy	308 +2	+0.7%	+$93	0.01%	503
2019 Q3	$13K	Buy	306 +2	+0.7%	+$88	﹤0.01%	555
2019 Q2	$14K	Buy	+304	New	+$14.2K	﹤0.01%	527

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Plante Moran Financial Advisors's LKFN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 16 shares worth $988. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LKFN as recently as Q3 2023.

Plante Moran Financial Advisors first reported a position in LKFN in Q2 2019 and has held it in 19 quarters since. The position peaked at $37K in Q4 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Plante Moran Financial Advisors held 16 shares of Lakeland Financial Corp worth $988 as of Q2 2026.
Lakeland Financial Corp was a new Plante Moran Financial Advisors position in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #906 holding.
Plante Moran Financial Advisors first reported a position in Lakeland Financial Corp in Q2 2019 and has held it in 19 quarters since.
Plante Moran Financial Advisors's Lakeland Financial Corp position peaked at $37K in Q4 2021.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.