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Root Financial Partners’s Lakeland Financial Corp LKFN Stock Holding History

Root Financial Partners’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 		– Sell
-73
Closed -$4.19K – 1964
2026
Q1 		$4.19K Buy
73
+9
+14% +$528 ﹤0.01% 2013
2025
Q4 		$3.65K Sell
64
-2
-3% -$119 ﹤0.01% 1861
2025
Q3 		$4.24K Buy
+66
New +$4.28K ﹤0.01% 1785

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

Root Financial Partners's LKFN Position: Q2 2026 in Review

Root Financial Partners sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 73 shares — an estimated $4.19K sold.

Root Financial Partners first reported a position in LKFN in Q3 2025 and held it in 3 quarters. The position peaked at $4.24K in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Root Financial Partners reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 73 Lakeland Financial Corp shares in Q2 2026, an estimated $4.19K.
  • Root Financial Partners first reported a position in Lakeland Financial Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lakeland Financial Corp position peaked at $4.24K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.