Sanctuary Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Sanctuary Advisors’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
2025 Q4	–	Sell	-3,789	Closed	-$243K	–	2508
2025 Q3	$243K	Buy	+3,789	New	+$246K	﹤0.01%	2136
2024 Q4	–	Sell	-3,079	Closed	-$232K	–	2449
2024 Q3	$232K	Buy	+3,079	New	+$200K	﹤0.01%	2156

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Sanctuary Advisors's LKFN Position: Q4 2025 in Review

Sanctuary Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 3,789 shares — an estimated $243K sold.

Sanctuary Advisors first reported a position in LKFN in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

Sanctuary Advisors reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
Sanctuary Advisors sold 3,789 Lakeland Financial Corp shares in Q4 2025, an estimated $243K.
Sanctuary Advisors first reported a position in Lakeland Financial Corp in Q3 2024 and held it in 2 quarters.
Sanctuary Advisors's Lakeland Financial Corp position peaked at $243K in Q3 2025.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.