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Red Tortoise LLC’s Lakeland Financial Corp LKFN Stock Holding History

Red Tortoise LLC’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
Q1 		$2.87K Hold
50
– – ﹤0.01% 482
2025
Q4 		$2.85K Hold
50
– – ﹤0.01% 489
2025
Q3 		$3.21K Hold
50
– – ﹤0.01% 463
2025
Q2 		$3.07K Hold
50
– – ﹤0.01% 447
2025
Q1 		$2.97K Hold
50
– – ﹤0.01% 435
2024
Q4 		$3.44K Hold
50
– – ﹤0.01% 426
2024
Q3 		$3.26K Hold
50
– – ﹤0.01% 433
2024
Q2 		$3.08K Hold
50
– – ﹤0.01% 433
2024
Q1 		$3.32K Hold
50
– – ﹤0.01% 415
2023
Q4 		$3.26K Hold
50
– – ﹤0.01% 369
2023
Q3 		$2.37K Hold
50
– – ﹤0.01% 412
2023
Q2 		$2.43K Buy
+50
New +$2.62K ﹤0.01% 419

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Red Tortoise LLC's LKFN Position: Q1 2026 in Review

Red Tortoise LLC held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 50 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Red Tortoise LLC first reported a position in LKFN in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.44K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Red Tortoise LLC held 50 shares of Lakeland Financial Corp worth $2.87K as of Q1 2026.
  • Red Tortoise LLC left its Lakeland Financial Corp share count unchanged in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #482 holding.
  • Red Tortoise LLC first reported a position in Lakeland Financial Corp in Q2 2023 and has held it in 12 quarters since.
  • Red Tortoise LLC's Lakeland Financial Corp position peaked at $3.44K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.