R Squared’s Lakeland Financial Corp LKFN Stock Holding History

R Squared’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 Q1	–	Sell	-730	Closed	-$50.2K	–	948
2024 Q4	$50.2K	Buy	+730	New	+$50.6K	0.05%	493

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's LKFN Position: Q1 2025 in Review

R Squared sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 730 shares — an estimated $50.2K sold.

R Squared first reported a position in LKFN in Q4 2024 and held it in 1 quarter. The position peaked at $50.2K in Q4 2024. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

R Squared reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
R Squared sold 730 Lakeland Financial Corp shares in Q1 2025, an estimated $50.2K.
R Squared first reported a position in Lakeland Financial Corp in Q4 2024 and held it in 1 quarter.
R Squared's Lakeland Financial Corp position peaked at $50.2K in Q4 2024.
244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.