Private Capital Group’s Lakeland Financial Corp LKFN Stock Holding History

Private Capital 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
2022 Q2	$5K	Hold	77	–	–	﹤0.01%	1259
2022 Q1	$6K	Sell	77 -18	-19%	-$1.44K	﹤0.01%	1452
2021 Q4	$8K	Sell	95 -1	-1%	-$75	﹤0.01%	1387
2021 Q3	$7K	Hold	96	–	–	﹤0.01%	1476
2021 Q2	$6K	Hold	96	–	–	﹤0.01%	1511
2021 Q1	$7K	Hold	96	–	–	﹤0.01%	1404
2020 Q4	$5K	Hold	96	–	–	﹤0.01%	1566
2020 Q3	$4K	Hold	96	–	–	﹤0.01%	1560
2020 Q2	$4K	Hold	96	–	–	﹤0.01%	1557
2020 Q1	$4K	Hold	96	–	–	﹤0.01%	1542
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	1554
2019 Q3	$4K	Hold	96	–	–	﹤0.01%	1728
2019 Q2	$5K	Hold	96	–	–	﹤0.01%	1638
2019 Q1	$4K	Hold	96	–	–	﹤0.01%	1730
2018 Q4	$4K	Hold	96	–	–	﹤0.01%	1688
2018 Q3	$4K	Hold	96	–	–	﹤0.01%	1772
2018 Q2	$4K	Hold	96	–	–	﹤0.01%	1713
2018 Q1	$4K	Hold	96	–	–	﹤0.01%	1669
2017 Q4	$5K	Buy	+96	New	+$4.7K	﹤0.01%	1637

Other funds holding LKFN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

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

Private Capital Group's LKFN Position: Q2 2022 in Review

Private Capital Group held its Lakeland Financial Corp (LKFN) position steady in Q2 2022 at 77 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Private Capital Group first reported a position in LKFN in Q4 2017 and has held it in 19 quarters since. The position peaked at $8K in Q4 2021. 214 funds tracked by Wall St. Rank hold LKFN as of Q2 2022.

Private Capital Group held 77 shares of Lakeland Financial Corp worth $5K as of Q2 2022.
Private Capital Group left its Lakeland Financial Corp share count unchanged in Q2 2022.
Lakeland Financial Corp made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1259 holding.
Private Capital Group first reported a position in Lakeland Financial Corp in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Lakeland Financial Corp position peaked at $8K in Q4 2021.
214 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.