RJFSA
LKFN icon

Raymond James Financial Services Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$803K Buy
12,338
+4,736
+62% +$308K ﹤0.01% 2305
2024
Q2 		$468K Buy
7,602
+1
+0% +$61 ﹤0.01% 2585
2024
Q1 		$504K Buy
7,601
+3,410
+81% +$220K ﹤0.01% 2501
2023
Q4 		$273K Buy
+4,191
New +$231K ﹤0.01% 2802
2021
Q4 		– Sell
-17,673
Closed -$1.26M – 3392
2021
Q3 		$1.26M Sell
17,673
-649
-4% -$42.2K ﹤0.01% 1801
2021
Q2 		$1.13M Buy
18,322
+125
+0.7% +$8K ﹤0.01% 1865
2021
Q1 		$1.26M Sell
18,197
-1,000
-5% -$65.6K ﹤0.01% 1689
2020
Q4 		$1.03M Sell
19,197
-890
-4% -$45.2K ﹤0.01% 1683
2020
Q3 		$828K Sell
20,087
-100
-0.5% -$4.52K ﹤0.01% 1666
2020
Q2 		$941K Buy
+20,187
New +$826K ﹤0.01% 1527
2020
Q1 		– Sell
-20,787
Closed -$1.02M – 2675
2019
Q4 		$1.02M Sell
20,787
-12,549
-38% -$584K ﹤0.01% 1528
2019
Q3 		$1.47M Sell
33,336
-6,451
-16% -$285K 0.01% 1265
2019
Q2 		$1.86M Hold
39,787
– – 0.01% 1148
2019
Q1 		$1.8M Buy
39,787
+6,917
+21% +$315K 0.01% 1118
2018
Q4 		$1.32M Buy
32,870
+39
+0.1% +$1.7K 0.01% 1130
2018
Q3 		$1.53M Hold
32,831
– – 0.01% 1218
2018
Q2 		$1.58M Sell
32,831
-435
-1% -$21.1K 0.01% 1157
2018
Q1 		$1.54M Buy
+33,266
New +$1.59M 0.01% 1064

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Raymond James Financial Services Advisors's LKFN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Lakeland Financial Corp (LKFN) stake by 62% in Q3 2024, buying an estimated $308K and bringing the position to 12,338 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Raymond James Financial Services Advisors first reported a position in LKFN in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.86M in Q2 2019. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

  • Raymond James Financial Services Advisors held 12,338 shares of Lakeland Financial Corp worth $803K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,736 Lakeland Financial Corp shares in Q3 2024, an estimated $308K.
  • Lakeland Financial Corp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2305 holding.
  • Raymond James Financial Services Advisors first reported a position in Lakeland Financial Corp in Q1 2018 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's Lakeland Financial Corp position peaked at $1.86M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.