Segall Bryant & Hamill’s Lakeland Financial Corp LKFN Stock Holding History

Segall Bryant & Hamill’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 Q1	–	Sell	-109,757	Closed	-$7.55M	–	609
2024 Q4	$7.55M	Sell	109,757 -771	-0.7%	-$53.5K	0.1%	273
2024 Q3	$7.2M	Sell	110,528 -8,132	-7%	-$529K	0.1%	275
2024 Q2	$7.3M	Sell	118,660 -16,054	-12%	-$978K	0.13%	230
2024 Q1	$8.93M	Sell	134,714 -2,953	-2%	-$191K	0.17%	208
2023 Q4	$8.97M	Sell	137,667 -1,994	-1%	-$110K	0.17%	199
2023 Q3	$6.63M	Sell	139,661 -30,723	-18%	-$1.59M	0.08%	277
2023 Q2	$8.27M	Sell	170,384 -1,721	-1%	-$90K	0.09%	265
2023 Q1	$10.8M	Sell	172,105 -35,184	-17%	-$2.45M	0.12%	219
2022 Q4	$15.1M	Sell	207,289 -37,608	-15%	-$2.88M	0.17%	168
2022 Q3	$17.8M	Buy	244,897 +48,024	+24%	+$3.58M	0.21%	132
2022 Q2	$13.1M	Sell	196,873 -58,459	-23%	-$4.17M	0.15%	165
2022 Q1	$18.6M	Sell	255,332 -182,967	-42%	-$14.6M	0.18%	147
2021 Q4	$35.1M	Sell	438,299 -120,816	-22%	-$9M	0.32%	90
2021 Q3	$39.8M	Sell	559,115 -132,935	-19%	-$8.65M	0.38%	81
2021 Q2	$42.7M	Buy	692,050 +55,601	+9%	+$3.56M	0.41%	64
2021 Q1	$44M	Sell	636,449 -56,686	-8%	-$3.72M	0.44%	63
2020 Q4	$37.1M	Buy	693,135 +60,997	+10%	+$3.1M	0.41%	63
2020 Q3	$26M	Buy	632,138 +177,647	+39%	+$8.03M	0.35%	75
2020 Q2	$21.2M	Buy	454,491 +54,654	+14%	+$2.24M	0.36%	74
2020 Q1	$14.7M	Buy	399,837 +7,068	+2%	+$307K	0.3%	82
2019 Q4	$19.2M	Sell	392,769 -96,814	-20%	-$4.5M	0.3%	84
2019 Q3	$21.5M	Sell	489,583 -20,808	-4%	-$920K	0.33%	74
2019 Q2	$23.9M	Buy	510,391 +7,683	+2%	+$358K	0.36%	69
2019 Q1	$22.7M	Sell	502,708 -8,078	-2%	-$368K	0.35%	68
2018 Q4	$20.5M	Buy	510,786 +178,109	+54%	+$7.74M	0.35%	73
2018 Q3	$15.5M	Sell	332,677 -36,477	-10%	-$1.78M	0.23%	124
2018 Q2	$17.8M	Sell	369,154 -11,609	-3%	-$564K	0.27%	102
2018 Q1	$17.6M	Buy	380,763 +3,117	+0.8%	+$149K	0.41%	64
2017 Q4	$18.3M	Buy	377,646 +178,286	+89%	+$8.72M	0.4%	70
2017 Q3	$9.71M	Sell	199,360 -3,600	-2%	-$163K	0.23%	109
2017 Q2	$9.31M	Buy	202,960 +23,603	+13%	+$1.05M	0.22%	106
2017 Q1	$7.73M	Sell	179,357 -31,821	-15%	-$1.42M	0.19%	126
2016 Q4	$10M	Buy	211,178 +127	+0.1%	+$5.18K	0.25%	110
2016 Q3	$7.47M	Buy	211,051 +521	+0.2%	+$18K	0.19%	121
2016 Q2	$6.6M	Buy	210,530 +22,704	+12%	+$713K	0.17%	140
2016 Q1	$5.73M	Sell	187,826 -7,096	-4%	-$205K	0.14%	179
2015 Q4	$6.06M	Buy	194,922 +4,770	+3%	+$149K	0.15%	179
2015 Q3	$5.72M	Sell	190,152 -735	-0.4%	-$20.7K	0.14%	185
2015 Q2	$5.52M	Buy	190,887 +2,590	+1%	+$70.3K	0.12%	209
2015 Q1	$5.09M	Sell	188,297 -336	-0.2%	-$8.98K	0.11%	212
2014 Q4	$5.47M	Sell	188,633 -14,145	-7%	-$380K	0.12%	205
2014 Q3	$5.07M	Buy	202,778 +161,640	+393%	+$4.1M	0.12%	202
2014 Q2	$1.05M	Buy	41,138 +983	+2%	+$24.5K	0.02%	311
2014 Q1	$1.08M	Buy	40,155 +1,635	+4%	+$41.6K	0.03%	323
2013 Q4	$1M	Sell	38,520 -2,505	-6%	-$60.1K	0.02%	338
2013 Q3	$893K	Buy	41,025 +8,932	+28%	+$189K	0.02%	338
2013 Q2	$594K	Buy	+32,093	New	+$582K	0.02%	358

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

CCM

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

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

Segall Bryant & Hamill's LKFN Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 109,757 shares — an estimated $7.55M sold.

Segall Bryant & Hamill first reported a position in LKFN in Q2 2013 and held it in 47 quarters. The position peaked at $44M in Q1 2021. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

Segall Bryant & Hamill reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
Segall Bryant & Hamill sold 109,757 Lakeland Financial Corp shares in Q1 2025, an estimated $7.55M.
Segall Bryant & Hamill first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 47 quarters.
Segall Bryant & Hamill's Lakeland Financial Corp position peaked at $44M in Q1 2021.
244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.