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Rialto Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Rialto Wealth Management’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 		$62 Hold
1
– – ﹤0.01% 1917
2026
Q1 		$58 Sell
1
-2
-67% -$117 ﹤0.01% 1691
2025
Q4 		$172 Buy
3
+2
+200% +$119 ﹤0.01% 1555
2025
Q3 		$65 Hold
1
– – ﹤0.01% 1666
2025
Q2 		$62 Buy
+1
New +$58 ﹤0.01% 1606

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Rialto Wealth Management's LKFN Position: Q2 2026 in Review

Rialto Wealth Management held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 1 share worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Rialto Wealth Management first reported a position in LKFN in Q2 2025 and has held it in 5 quarters since. The position peaked at $172 in Q4 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Rialto Wealth Management held 1 share of Lakeland Financial Corp worth $62 as of Q2 2026.
  • Rialto Wealth Management left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1917 holding.
  • Rialto Wealth Management first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Lakeland Financial Corp position peaked at $172 in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.