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

Smartleaf 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
Q2 		$589K Hold
9,649
– – 0.02% 518
2026
Q1 		$546K Sell
9,649
-315
-3% -$18.5K 0.02% 511
2025
Q4 		$572K Sell
9,964
-190
-2% -$11.3K 0.02% 502
2025
Q3 		$660K Buy
10,154
+194
+2% +$12.6K 0.04% 421
2025
Q2 		$611K Buy
9,960
+292
+3% +$16.9K 0.05% 340
2025
Q1 		$583K Buy
9,668
+40
+0.4% +$2.62K 0.06% 327
2024
Q4 		$664K Buy
9,628
+1,085
+13% +$75.3K 0.07% 282
2024
Q3 		$548K Buy
8,543
+50
+0.6% +$3.25K 0.07% 290
2024
Q2 		$507K Buy
8,493
+205
+2% +$12.5K 0.08% 243
2024
Q1 		$542K Hold
8,288
– – 0.1% 210
2023
Q4 		$550K Buy
+8,288
New +$457K 0.15% 155

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Smartleaf Asset Management's LKFN Position: Q2 2026 in Review

Smartleaf Asset Management held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 9,649 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #518.

Smartleaf Asset Management first reported a position in LKFN in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q4 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Smartleaf Asset Management held 9,649 shares of Lakeland Financial Corp worth $589K as of Q2 2026.
  • Smartleaf Asset Management left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #518 holding.
  • Smartleaf Asset Management first reported a position in Lakeland Financial Corp in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Lakeland Financial Corp position peaked at $664K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.