Simplex Trading
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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
2024
Q1 		– Sell
-5,000
Closed -$325K – 9401
2023
Q4 		$325K Buy
5,000
+4,800
+2,400% +$265K ﹤0.01% 4130
2023
Q3 		$9K Buy
200
+100
+100% +$5.17K ﹤0.01% 7257
2023
Q2 		$4K Sell
100
-800
-89% -$41.8K ﹤0.01% 8056
2023
Q1 		$56K Buy
+900
New +$62.8K ﹤0.01% 5800

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
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

Simplex Trading's LKFN Position: Q1 2026 in Review

Simplex Trading opened a new position in Lakeland Financial Corp (LKFN) in Q1 2026: 9 shares worth $516. The stake represents ﹤0.01% of the portfolio and ranks #8730 among its holdings. This is a return to the name: Simplex Trading previously reported a position in LKFN as recently as Q4 2024.

Simplex Trading first reported a position in LKFN in Q3 2020 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Simplex Trading held 9 shares of Lakeland Financial Corp worth $516 as of Q1 2026.
  • Lakeland Financial Corp was a new Simplex Trading position in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8730 holding.
  • Simplex Trading first reported a position in Lakeland Financial Corp in Q3 2020 and has held it in 7 quarters since.
  • Simplex Trading's Lakeland Financial Corp position peaked at $14K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.