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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
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 $5.72T 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

Rialto Wealth Management's LKFN Position: Q1 2026 in Review

Rialto Wealth Management reduced its Lakeland Financial Corp (LKFN) stake by 67% in Q1 2026, selling an estimated $117 and leaving 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Rialto Wealth Management first reported a position in LKFN in Q2 2025 and has held it in 4 quarters since. The position peaked at $172 in Q4 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Rialto Wealth Management held 1 share of Lakeland Financial Corp worth $58 as of Q1 2026.
  • Rialto Wealth Management sold 2 Lakeland Financial Corp shares in Q1 2026, an estimated $117.
  • Lakeland Financial Corp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1691 holding.
  • Rialto Wealth Management first reported a position in Lakeland Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Lakeland Financial Corp position peaked at $172 in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.