Root Financial Partners
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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
Q3 		$9.6K Buy
+166
New +$10.1K ﹤0.01% 1932
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

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State Street
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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's LKFN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lakeland Financial Corp (LKFN) in Q3 2026: 166 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LKFN as recently as Q1 2026.

Root Financial Partners first reported a position in LKFN in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Root Financial Partners held 166 shares of Lakeland Financial Corp worth $9.6K as of Q3 2026.
  • Lakeland Financial Corp was a new Root Financial Partners position in Q3 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1932 holding.
  • Root Financial Partners first reported a position in Lakeland Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.