Rockefeller Capital Management
LKFN icon

Rockefeller Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Rockefeller Capital 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 		$84.1K Buy
1,465
+736
+101% +$43.2K ﹤0.01% 2969
2025
Q4 		$41.6K Buy
729
+210
+40% +$12.5K ﹤0.01% 3153
2025
Q3 		$33.3K Buy
+519
New +$33.7K ﹤0.01% 3101
2024
Q2 		– Sell
-15,672
Closed -$1.04M – 1691
2024
Q1 		$1.04M Buy
+15,672
New +$1.01M ﹤0.01% 1243
2023
Q1 		– Sell
-95
Closed -$6K – 3062
2022
Q4 		$6K Buy
95
+1
+1% +$77 ﹤0.01% 3278
2022
Q3 		$6K Sell
94
-31
-25% -$2.31K ﹤0.01% 3285
2022
Q2 		$8K Buy
125
+23
+23% +$1.64K ﹤0.01% 3237
2022
Q1 		$7K Sell
102
-15
-13% -$1.2K ﹤0.01% 3221
2021
Q4 		$9K Buy
117
+22
+23% +$1.64K ﹤0.01% 3027
2021
Q3 		$6K Buy
95
+11
+13% +$715 ﹤0.01% 3106
2021
Q2 		$5K Buy
84
+7
+9% +$448 ﹤0.01% 3037
2021
Q1 		$5K Buy
77
+27
+54% +$1.77K ﹤0.01% 2895
2020
Q4 		$2K Buy
50
+27
+117% +$1.37K ﹤0.01% 2647
2020
Q3 		$0 Buy
+23
New +$1.04K ﹤0.01% 2692
2019
Q4 		– Sell
-214
Closed -$9K – 2140
2019
Q3 		$9K Hold
214
– – ﹤0.01% 1460
2019
Q2 		$10K Buy
+214
New +$9.97K ﹤0.01% 1240

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

Rockefeller Capital Management's LKFN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Lakeland Financial Corp (LKFN) stake by 101% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,465 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Rockefeller Capital Management first reported a position in LKFN in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.04M in Q1 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Rockefeller Capital Management held 1,465 shares of Lakeland Financial Corp worth $84.1K as of Q1 2026.
  • Rockefeller Capital Management bought 736 Lakeland Financial Corp shares in Q1 2026, an estimated $43.2K.
  • Lakeland Financial Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2969 holding.
  • Rockefeller Capital Management first reported a position in Lakeland Financial Corp in Q2 2019 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Lakeland Financial Corp position peaked at $1.04M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

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