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

Raymond James Financial’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	$18.5M	Buy	300,208 +3,623	+1%	+$218K	0.01%	1615
2026 Q1	$16.8M	Buy	296,585 +2,772	+0.9%	+$163K	0.01%	1594
2025 Q4	$16.8M	Sell	293,813 -30,386	-9%	-$1.81M	0.01%	1564
2025 Q3	$20.8M	Sell	324,199 -11,795	-4%	-$766K	0.01%	1386
2025 Q2	$20.6M	Sell	335,994 -13,874	-4%	-$805K	0.01%	1350
2025 Q1	$20.8M	Buy	349,868 +13,759	+4%	+$902K	0.01%	1273
2024 Q4	$23.1M	Buy	+336,109	New	+$23.3M	0.01%	1202

Other funds holding LKFN

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

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

Raymond James Financial's LKFN Position: Q2 2026 in Review

Raymond James Financial increased its Lakeland Financial Corp (LKFN) stake by 1.2% in Q2 2026, buying an estimated $218K and bringing the position to 300,208 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #1615.

Raymond James Financial first reported a position in LKFN in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q4 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Raymond James Financial held 300,208 shares of Lakeland Financial Corp worth $18.5M as of Q2 2026.
Raymond James Financial bought 3,623 Lakeland Financial Corp shares in Q2 2026, an estimated $218K.
Lakeland Financial Corp made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1615 holding.
Raymond James Financial first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Lakeland Financial Corp position peaked at $23.1M in Q4 2024.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.