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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
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 $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

Root Financial Partners's LKFN Position: Q1 2026 in Review

Root Financial Partners increased its Lakeland Financial Corp (LKFN) stake by 14% in Q1 2026, buying an estimated $528 and bringing the position to 73 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Root Financial Partners first reported a position in LKFN in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.24K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Root Financial Partners held 73 shares of Lakeland Financial Corp worth $4.19K as of Q1 2026.
  • Root Financial Partners bought 9 Lakeland Financial Corp shares in Q1 2026, an estimated $528.
  • Lakeland Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2013 holding.
  • Root Financial Partners first reported a position in Lakeland Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Lakeland Financial Corp position peaked at $4.24K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.