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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
Q2 		$5.12K Buy
83
+59
+246% +$3.56K ﹤0.01% 2246
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 $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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's LKFN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lakeland Financial Corp (LKFN) stake by 246% in Q2 2026, buying an estimated $3.56K and bringing the position to 83 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Rothschild Investment LLC first reported a position in LKFN in Q1 2024 and has held it in 10 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Rothschild Investment LLC held 83 shares of Lakeland Financial Corp worth $5.12K as of Q2 2026.
  • Rothschild Investment LLC bought 59 Lakeland Financial Corp shares in Q2 2026, an estimated $3.56K.
  • Lakeland Financial Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2246 holding.
  • Rothschild Investment LLC first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.