Simplex Trading
LKFN icon

Simplex Trading’s Lakeland Financial Corp LKFN Stock Holding History

Simplex Trading’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 		$516 Buy
+9
New +$528 ﹤0.01% 8730
2025
Q1 		– Sell
-18
Closed -$1K – 9660
2024
Q4 		$1K Buy
+18
New +$1.25K ﹤0.01% 8240
2024
Q2 		– Hold
0
– – – 9940
2024
Q1 		– Hold
0
– – – 9984
2023
Q4 		– Sell
-37
Closed -$2.04K – 9995
2023
Q3 		$1K Buy
+37
New +$1.91K ﹤0.01% 8345
2023
Q2 		– Hold
0
– – – 10153
2023
Q1 		– Hold
0
– – – 10247
2021
Q4 		– Sell
-111
Closed -$6K – 11368
2021
Q3 		$6K Hold
111
– – ﹤0.01% 9204
2021
Q2 		$6K Sell
111
-100
-47% -$6.4K ﹤0.01% 9380
2021
Q1 		$14K Buy
+211
New +$13.8K ﹤0.01% 7703
2020
Q4 		– Sell
-177
Closed -$7K – 9078
2020
Q3 		$7K Buy
+177
New +$8K ﹤0.01% 6957

Other funds holding LKFN

BlackRock
BlackRock New York $5.7T 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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