Rafferty Asset Management
LKFN icon

Rafferty Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Rafferty Asset Management’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 		$869K Sell
14,078
-5,034
-26% -$303K ﹤0.01% 810
2026
Q1 		$1.1M Buy
19,112
+376
+2% +$22.1K ﹤0.01% 743
2025
Q4 		$1.07M Sell
18,736
-7,899
-30% -$469K ﹤0.01% 784
2025
Q3 		$1.71M Sell
26,635
-701
-3% -$45.5K 0.01% 678
2025
Q2 		$1.68M Buy
27,336
+9,290
+51% +$539K 0.01% 647
2025
Q1 		$1.07M Sell
18,046
-3,388
-16% -$222K ﹤0.01% 728
2024
Q4 		$1.47M Sell
21,434
-2,587
-11% -$179K 0.01% 719
2024
Q3 		$1.56M Sell
24,021
-7,874
-25% -$513K 0.01% 696
2024
Q2 		$1.96M Buy
31,895
+6,934
+28% +$423K 0.01% 645
2024
Q1 		$1.66M Sell
24,961
-2,821
-10% -$182K 0.01% 732
2023
Q4 		$1.81M Buy
27,782
+8,218
+42% +$453K 0.01% 694
2023
Q3 		$929K Sell
19,564
-8,195
-30% -$424K 0.01% 809
2023
Q2 		$1.35M Buy
27,759
+14,507
+109% +$759K 0.01% 742
2023
Q1 		$830K Buy
13,252
+7,936
+149% +$554K 0.01% 845
2022
Q4 		$388K Sell
5,316
-1,410
-21% -$108K ﹤0.01% 927
2022
Q3 		$490K Sell
6,726
-2,384
-26% -$178K 0.01% 858
2022
Q2 		$605K Sell
9,110
-7,670
-46% -$547K 0.01% 770
2022
Q1 		$1.23M Buy
16,780
+3,059
+22% +$244K 0.01% 737
2021
Q4 		$1.1M Sell
13,721
-2,024
-13% -$151K 0.01% 824
2021
Q3 		$1.12M Sell
15,745
-2,217
-12% -$144K 0.01% 782
2021
Q2 		$1.11M Buy
17,962
+4,091
+29% +$262K 0.01% 844
2021
Q1 		$960K Buy
13,871
+9,825
+243% +$645K 0.01% 780
2020
Q4 		$217K Sell
4,046
-1,508
-27% -$76.6K ﹤0.01% 969
2020
Q3 		$229K Buy
5,554
+577
+12% +$26.1K ﹤0.01% 894
2020
Q2 		$232K Buy
+4,977
New +$204K ﹤0.01% 887

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

Rafferty Asset Management's LKFN Position: Q2 2026 in Review

Rafferty Asset Management reduced its Lakeland Financial Corp (LKFN) stake by 26% in Q2 2026, selling an estimated $303K and leaving 14,078 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Rafferty Asset Management first reported a position in LKFN in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q2 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Rafferty Asset Management held 14,078 shares of Lakeland Financial Corp worth $869K as of Q2 2026.
  • Rafferty Asset Management sold 5,034 Lakeland Financial Corp shares in Q2 2026, an estimated $303K.
  • Lakeland Financial Corp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #810 holding.
  • Rafferty Asset Management first reported a position in Lakeland Financial Corp in Q2 2020 and has held it in 25 quarters since.
  • Rafferty Asset Management's Lakeland Financial Corp position peaked at $1.96M in Q2 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.