RTL
LKFN icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM