Sippican Capital Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Sippican Capital Advisors’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	–	Sell	-17,164	Closed	-$979K	–	112
2025 Q4	$979K	Sell	17,164 -6,500	-27%	-$386K	0.63%	61
2025 Q3	$1.52M	Sell	23,664 -60	-0.3%	-$3.9K	1%	38
2025 Q2	$1.46M	Buy	23,724 +2,114	+10%	+$123K	1.06%	38
2025 Q1	$1.28M	Buy	21,610 +2,234	+12%	+$146K	0.97%	43
2024 Q4	$1.33M	Buy	19,376 +445	+2%	+$30.9K	0.97%	39
2024 Q3	$1.23M	Buy	18,931 +3,330	+21%	+$217K	0.86%	43
2024 Q2	$960K	Buy	15,601 +12,239	+364%	+$746K	0.76%	45
2024 Q1	$223K	Buy	+3,362	New	+$217K	0.17%	107

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sippican Capital Advisors's LKFN Position: Q1 2026 in Review

Sippican Capital Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2026, closing a stake of 17,164 shares — an estimated $979K sold.

Sippican Capital Advisors first reported a position in LKFN in Q1 2024 and held it in 8 quarters. The position peaked at $1.52M in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Sippican Capital Advisors reported no remaining Lakeland Financial Corp position as of Q1 2026 after selling out during the quarter.
Sippican Capital Advisors sold 17,164 Lakeland Financial Corp shares in Q1 2026, an estimated $979K.
Sippican Capital Advisors first reported a position in Lakeland Financial Corp in Q1 2024 and held it in 8 quarters.
Sippican Capital Advisors's Lakeland Financial Corp position peaked at $1.52M in Q3 2025.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.