Security Financial Services’s Lakeland Financial Corp LKFN Stock Holding History

Security Financial Services’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	$261K	Hold	4,222	–	–	0.04%	176
2026 Q1	$242K	Hold	4,222	–	–	0.04%	177
2025 Q4	$241K	Sell	4,222 -7,250	-63%	-$431K	0.04%	200
2025 Q3	$737K	Hold	11,472	–	–	0.12%	93
2025 Q2	$705K	Hold	11,472	–	–	0.12%	89
2025 Q1	$682K	Hold	11,472	–	–	0.14%	87
2024 Q4	$789K	Hold	11,472	–	–	0.16%	81
2024 Q3	$747K	Hold	11,472	–	–	0.15%	80
2024 Q2	$706K	Hold	11,472	–	–	0.15%	82
2024 Q1	$761K	Hold	11,472	–	–	0.17%	78
2023 Q4	$748K	Hold	11,472	–	–	0.18%	75
2023 Q3	$544K	Hold	11,472	–	–	0.15%	95
2023 Q2	$557K	Hold	11,472	–	–	0.16%	87
2023 Q1	$719K	Sell	11,472 -2,215	-16%	-$155K	0.22%	80
2022 Q4	$999K	Hold	13,687	–	–	0.31%	66
2022 Q3	$997K	Buy	13,687 +1,630	+14%	+$121K	0.34%	61
2022 Q2	$801K	Hold	12,057	–	–	0.26%	70
2022 Q1	$880K	Buy	12,057 +585	+5%	+$46.7K	0.28%	62
2021 Q4	$919K	Buy	+11,472	New	+$855K	0.31%	62

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Security Financial Services's LKFN Position: Q2 2026 in Review

Security Financial Services held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 4,222 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #176.

Security Financial Services first reported a position in LKFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $999K in Q4 2022. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Security Financial Services held 4,222 shares of Lakeland Financial Corp worth $261K as of Q2 2026.
Security Financial Services left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #176 holding.
Security Financial Services first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's Lakeland Financial Corp position peaked at $999K in Q4 2022.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.