Retirement Wealth Solutions’s Lakeland Financial Corp LKFN Stock Holding History

Retirement Wealth Solutions’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	$7.63K	Buy	124 +1	+0.8%	+$60	﹤0.01%	265
2026 Q1	$7.07K	Sell	123 -87	-41%	-$5.1K	﹤0.01%	259
2025 Q4	$12K	Sell	210 -41	-16%	-$2.44K	0.01%	211
2025 Q3	$16.1K	Sell	251 -6	-2%	-$389	0.01%	179
2025 Q2	$15.8K	Buy	257 +1	+0.4%	+$58	0.01%	176
2025 Q1	$15.2K	Hold	256	–	–	0.01%	165
2024 Q4	$16.9K	Buy	+256	New	+$17.8K	0.01%	164

Other funds holding LKFN

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Retirement Wealth Solutions's LKFN Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Lakeland Financial Corp (LKFN) stake by 0.81% in Q2 2026, buying an estimated $60 and bringing the position to 124 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Retirement Wealth Solutions first reported a position in LKFN in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q4 2024. 20 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Retirement Wealth Solutions held 124 shares of Lakeland Financial Corp worth $7.63K as of Q2 2026.
Retirement Wealth Solutions bought 1 Lakeland Financial Corp share in Q2 2026, an estimated $60.
Lakeland Financial Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #265 holding.
Retirement Wealth Solutions first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Lakeland Financial Corp position peaked at $16.9K in Q4 2024.
20 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.