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 Q3	$7.16K	Hold	124	–	–	﹤0.01%	315
2026 Q2	$7.64K	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

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Retirement Wealth Solutions's LKFN Position: Q3 2026 in Review

Retirement Wealth Solutions held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 124 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Retirement Wealth Solutions first reported a position in LKFN in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.9K in Q4 2024. 42 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Retirement Wealth Solutions held 124 shares of Lakeland Financial Corp worth $7.16K as of Q3 2026.
Retirement Wealth Solutions left its Lakeland Financial Corp share count unchanged in Q3 2026.
Lakeland Financial Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #315 holding.
Retirement Wealth Solutions first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Lakeland Financial Corp position peaked at $16.9K in Q4 2024.
42 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.