RFG
LKFN icon

RFP Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-15
Closed -$712 – 946
2023
Q3 		$712 Hold
15
– – ﹤0.01% 830
2023
Q2 		$728 Hold
15
– – ﹤0.01% 861
2023
Q1 		$940 Hold
15
– – ﹤0.01% 641
2022
Q4 		$1.09K Buy
+15
New +$1.15K ﹤0.01% 760

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFP Financial Group's LKFN Position: Q4 2023 in Review

RFP Financial Group sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 15 shares — an estimated $712 sold.

RFP Financial Group first reported a position in LKFN in Q4 2022 and held it in 4 quarters. The position peaked at $1.09K in Q4 2022. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • RFP Financial Group reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 15 Lakeland Financial Corp shares in Q4 2023, an estimated $712.
  • RFP Financial Group first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Lakeland Financial Corp position peaked at $1.09K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.