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 Q2	$61	Sell	1 -8	-89%	-$482	﹤0.01%	9126
2026 Q1	$516	Buy	+9	New	+$528	﹤0.01%	8730
2025 Q1	–	Sell	-18	Closed	-$1K	–	9137
2024 Q4	$1K	Buy	+18	New	+$1.25K	﹤0.01%	8240
2023 Q4	–	Sell	-37	Closed	-$2.04K	–	9377
2023 Q3	$1K	Buy	+37	New	+$1.91K	﹤0.01%	8345
2021 Q4	–	Sell	-111	Closed	-$6K	–	10981
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	–	8745
2020 Q3	$7K	Buy	+177	New	+$8K	﹤0.01%	6957

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

Simplex Trading's LKFN Position: Q2 2026 in Review

Simplex Trading reduced its Lakeland Financial Corp (LKFN) stake by 89% in Q2 2026, selling an estimated $482 and leaving 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #9126.

Simplex Trading first reported a position in LKFN in Q3 2020 and has held it in 8 quarters since. The position peaked at $14K in Q1 2021. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Simplex Trading held 1 share of Lakeland Financial Corp worth $61 as of Q2 2026.
Simplex Trading sold 8 Lakeland Financial Corp shares in Q2 2026, an estimated $482.
Lakeland Financial Corp made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #9126 holding.
Simplex Trading first reported a position in Lakeland Financial Corp in Q3 2020 and has held it in 8 quarters since.
Simplex Trading's Lakeland Financial Corp position peaked at $14K in Q1 2021.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.