SAM
LKFN icon

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
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 $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