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Principal Securities’s Lakeland Financial Corp LKFN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-177
Closed -$11.4K – 2595
2025
Q3 		$11.4K Sell
177
-20
-10% -$1.3K ﹤0.01% 2664
2025
Q2 		$12.1K Sell
197
-9
-4% -$522 ﹤0.01% 2543
2025
Q1 		$14.2K Hold
206
– – ﹤0.01% 2384
2024
Q4 		$14.2K Buy
206
+22
+12% +$1.53K ﹤0.01% 2380
2024
Q3 		$12K Buy
184
+18
+11% +$1.17K ﹤0.01% 2355
2024
Q2 		$10.2K Buy
166
+45
+37% +$2.74K ﹤0.01% 2382
2024
Q1 		$8.03K Sell
121
-26
-18% -$1.68K ﹤0.01% 2438
2023
Q4 		$9.58K Buy
+147
New +$8.11K ﹤0.01% 2263

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Principal Securities's LKFN Position: Q4 2025 in Review

Principal Securities sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 177 shares — an estimated $11.4K sold.

Principal Securities first reported a position in LKFN in Q4 2023 and held it in 8 quarters. The position peaked at $14.2K in Q1 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Principal Securities reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 177 Lakeland Financial Corp shares in Q4 2025, an estimated $11.4K.
  • Principal Securities first reported a position in Lakeland Financial Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Lakeland Financial Corp position peaked at $14.2K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.