Salomon & Ludwin
LKFN icon

Salomon & Ludwin’s Lakeland Financial Corp LKFN Stock Holding History

Salomon & Ludwin’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 		$28.1K Hold
488
– – ﹤0.01% 746
2026
Q2 		$30.8K Hold
488
– – ﹤0.01% 832
2026
Q1 		$28.4K Buy
488
+240
+97% +$14.1K ﹤0.01% 817
2025
Q4 		$14.3K Buy
248
+77
+45% +$4.58K ﹤0.01% 1173
2025
Q3 		$10.9K Buy
+171
New +$11.1K ﹤0.01% 1240

Other funds holding LKFN

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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Monarch Capital Management
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin's LKFN Position: Q3 2026 in Review

Salomon & Ludwin held its Lakeland Financial Corp (LKFN) position steady in Q3 2026 at 488 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Salomon & Ludwin first reported a position in LKFN in Q3 2025 and has held it in 5 quarters since. The position peaked at $30.8K in Q2 2026. 100 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Salomon & Ludwin held 488 shares of Lakeland Financial Corp worth $28.1K as of Q3 2026.
  • Salomon & Ludwin left its Lakeland Financial Corp share count unchanged in Q3 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #746 holding.
  • Salomon & Ludwin first reported a position in Lakeland Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Lakeland Financial Corp position peaked at $30.8K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.