Principal Financial Group
LKFN icon

Principal Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

Principal Financial Group’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 		$7.48M Sell
121,241
-1,745
-1% -$105K ﹤0.01% 1530
2026
Q1 		$7.06M Buy
122,986
+1,102
+0.9% +$64.6K ﹤0.01% 1496
2025
Q4 		$6.95M Sell
121,884
-1,454
-1% -$86.4K ﹤0.01% 1485
2025
Q3 		$7.92M Sell
123,338
-3,425
-3% -$222K ﹤0.01% 1402
2025
Q2 		$7.79M Sell
126,763
-258
-0.2% -$15K ﹤0.01% 1382
2025
Q1 		$7.55M Buy
127,021
+3,329
+3% +$218K ﹤0.01% 1400
2024
Q4 		$8.51M Buy
123,692
+3,416
+3% +$237K ﹤0.01% 1370
2024
Q3 		$7.83M Sell
120,276
-5,531
-4% -$360K ﹤0.01% 1395
2024
Q2 		$7.74M Sell
125,807
-6,170
-5% -$376K ﹤0.01% 1394
2024
Q1 		$8.75M Sell
131,977
-493
-0.4% -$31.9K 0.01% 1376
2023
Q4 		$8.63M Sell
132,470
-4,516
-3% -$249K 0.01% 1361
2023
Q3 		$6.5M Sell
136,986
-7,521
-5% -$389K ﹤0.01% 1429
2023
Q2 		$7.01M Sell
144,507
-8,426
-6% -$441K ﹤0.01% 1411
2023
Q1 		$9.58M Sell
152,933
-3,215
-2% -$224K 0.01% 1275
2022
Q4 		$11.4M Sell
156,148
-12,373
-7% -$947K 0.01% 1169
2022
Q3 		$12.3M Sell
168,521
-21,312
-11% -$1.59M 0.01% 1065
2022
Q2 		$12.6M Sell
189,833
-21,644
-10% -$1.54M 0.01% 1122
2022
Q1 		$15.4M Sell
211,477
-22,578
-10% -$1.8M 0.01% 1094
2021
Q4 		$18.8M Buy
234,055
+22,811
+11% +$1.7M 0.01% 997
2021
Q3 		$15M Buy
211,244
+174,758
+479% +$11.4M 0.01% 1151
2021
Q2 		$2.25M Buy
36,486
+8,478
+30% +$543K ﹤0.01% 1881
2021
Q1 		$1.94M Buy
28,008
+2,145
+8% +$141K ﹤0.01% 1860
2020
Q4 		$1.39M Buy
25,863
+9,673
+60% +$492K ﹤0.01% 1871
2020
Q3 		$667K Buy
16,190
+7,668
+90% +$347K ﹤0.01% 1956
2020
Q2 		$397K Buy
8,522
+131
+2% +$5.36K ﹤0.01% 2020
2020
Q1 		$308K Buy
8,391
+35
+0.4% +$1.52K ﹤0.01% 1961
2019
Q4 		$409K Sell
8,356
-6,409
-43% -$298K ﹤0.01% 1988
2019
Q3 		$650K Buy
14,765
+5,322
+56% +$235K ﹤0.01% 1895
2019
Q2 		$442K Sell
9,443
-1,578
-14% -$73.5K ﹤0.01% 1990
2019
Q1 		$498K Sell
11,021
-49
-0.4% -$2.23K ﹤0.01% 1939
2018
Q4 		$445K Buy
11,070
+420
+4% +$18.3K ﹤0.01% 1941
2018
Q3 		$495K Buy
10,650
+153
+1% +$7.48K ﹤0.01% 1962
2018
Q2 		$506K Sell
10,497
-4,286
-29% -$208K ﹤0.01% 1963
2018
Q1 		$683K Buy
14,783
+6,176
+72% +$296K ﹤0.01% 1891
2017
Q4 		$417K Sell
8,607
-5,567
-39% -$272K ﹤0.01% 1995
2017
Q3 		$690K Buy
14,174
+5,796
+69% +$262K ﹤0.01% 1885
2017
Q2 		$384K Sell
8,378
-5,847
-41% -$260K ﹤0.01% 1999
2017
Q1 		$614K Buy
14,225
+5,023
+55% +$225K ﹤0.01% 1892
2016
Q4 		$436K Buy
+9,202
New +$375K ﹤0.01% 1945

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

Principal Financial Group's LKFN Position: Q2 2026 in Review

Principal Financial Group reduced its Lakeland Financial Corp (LKFN) stake by 1.4% in Q2 2026, selling an estimated $105K and leaving 121,241 shares worth $7.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Principal Financial Group first reported a position in LKFN in Q4 2016 and has held it in 39 quarters since. The position peaked at $18.8M in Q4 2021. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Principal Financial Group held 121,241 shares of Lakeland Financial Corp worth $7.48M as of Q2 2026.
  • Principal Financial Group sold 1,745 Lakeland Financial Corp shares in Q2 2026, an estimated $105K.
  • Lakeland Financial Corp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1530 holding.
  • Principal Financial Group first reported a position in Lakeland Financial Corp in Q4 2016 and has held it in 39 quarters since.
  • Principal Financial Group's Lakeland Financial Corp position peaked at $18.8M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.