RIL
LKFN icon

Rothschild Investment LLC’s Lakeland Financial Corp LKFN Stock Holding History

Rothschild Investment LLC’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 		$1.38K Sell
24
-5
-17% -$293 ﹤0.01% 2732
2025
Q4 		$1.66K Sell
29
-3
-9% -$178 ﹤0.01% 2464
2025
Q3 		$2.05K Buy
32
+7
+28% +$454 ﹤0.01% 2214
2025
Q2 		$1.54K Sell
25
-25
-50% -$1.45K ﹤0.01% 2229
2025
Q1 		$2.97K Buy
50
+25
+100% +$1.64K ﹤0.01% 1681
2024
Q4 		$1.72K Buy
25
+5
+25% +$347 ﹤0.01% 1900
2024
Q3 		$1.3K Buy
20
+15
+300% +$976 ﹤0.01% 1972
2024
Q2 		$308 Hold
5
– – ﹤0.01% 2287
2024
Q1 		$332 Buy
+5
New +$323 ﹤0.01% 1508

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

Rothschild Investment LLC's LKFN Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Lakeland Financial Corp (LKFN) stake by 17% in Q1 2026, selling an estimated $293 and leaving 24 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Rothschild Investment LLC first reported a position in LKFN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.97K in Q1 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Rothschild Investment LLC held 24 shares of Lakeland Financial Corp worth $1.38K as of Q1 2026.
  • Rothschild Investment LLC sold 5 Lakeland Financial Corp shares in Q1 2026, an estimated $293.
  • Lakeland Financial Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2732 holding.
  • Rothschild Investment LLC first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Lakeland Financial Corp position peaked at $2.97K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.