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Silvercrest Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Silvercrest Asset Management’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
Q1 		$36.5M Sell
636,117
-88,819
-12% -$5.21M 0.26% 102
2025
Q4 		$41.4M Sell
724,936
-135,326
-16% -$8.04M 0.28% 98
2025
Q3 		$55.2M Sell
860,262
-21,682
-2% -$1.41M 0.37% 78
2025
Q2 		$54.2M Sell
881,944
-60,072
-6% -$3.49M 0.36% 82
2025
Q1 		$56M Sell
942,016
-14,549
-2% -$954K 0.4% 80
2024
Q4 		$65.8M Buy
956,565
+51,624
+6% +$3.58M 0.44% 66
2024
Q3 		$58.9M Buy
904,941
+77,079
+9% +$5.02M 0.4% 84
2024
Q2 		$50.9M Buy
827,862
+75,974
+10% +$4.63M 0.35% 96
2024
Q1 		$49.9M Sell
751,888
-124,497
-14% -$8.04M 0.34% 105
2023
Q4 		$57.1M Sell
876,385
-1,462
-0.2% -$80.6K 0.4% 92
2023
Q3 		$41.7M Buy
877,847
+139,730
+19% +$7.22M 0.32% 113
2023
Q2 		$35.8M Buy
738,117
+236,677
+47% +$12.4M 0.26% 127
2023
Q1 		$31.4M Sell
501,440
-15,600
-3% -$1.09M 0.24% 132
2022
Q4 		$37.7M Sell
517,040
-18,345
-3% -$1.4M 0.29% 118
2022
Q3 		$39M Sell
535,385
-41,059
-7% -$3.06M 0.32% 109
2022
Q2 		$38.3M Sell
576,444
-14,379
-2% -$1.03M 0.29% 117
2022
Q1 		$43.1M Sell
590,823
-81,367
-12% -$6.5M 0.28% 121
2021
Q4 		$53.4M Sell
672,190
-25,963
-4% -$1.93M 0.34% 109
2021
Q3 		$49.7M Sell
698,153
-352,891
-34% -$23M 0.34% 111
2021
Q2 		$64.8M Sell
1,051,044
-29,622
-3% -$1.9M 0.42% 82
2021
Q1 		$74.8M Sell
1,080,666
-136,334
-11% -$8.95M 0.5% 69
2020
Q4 		$65.2M Buy
1,217,000
+180,363
+17% +$9.17M 0.48% 76
2020
Q3 		$42.7M Sell
1,036,637
-18,707
-2% -$846K 0.37% 96
2020
Q2 		$49.2M Buy
1,055,344
+877,445
+493% +$35.9M 0.44% 85
2020
Q1 		$6.54M Buy
+177,899
New +$7.73M 0.07% 237

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Silvercrest Asset Management's LKFN Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Lakeland Financial Corp (LKFN) stake by 12% in Q1 2026, selling an estimated $5.21M and leaving 636,117 shares worth $36.5M. The position accounts for 0.26% of the portfolio, ranked #102.

Silvercrest Asset Management first reported a position in LKFN in Q1 2020 and has held it in 25 quarters since. The position peaked at $74.8M in Q1 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Silvercrest Asset Management held 636,117 shares of Lakeland Financial Corp worth $36.5M as of Q1 2026.
  • Silvercrest Asset Management sold 88,819 Lakeland Financial Corp shares in Q1 2026, an estimated $5.21M.
  • Lakeland Financial Corp made up 0.26% of Silvercrest Asset Management's portfolio in Q1 2026, its #102 holding.
  • Silvercrest Asset Management first reported a position in Lakeland Financial Corp in Q1 2020 and has held it in 25 quarters since.
  • Silvercrest Asset Management's Lakeland Financial Corp position peaked at $74.8M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.