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Stephens Consulting’s Lakeland Financial Corp LKFN Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-15
Closed -$922 – 832
2025
Q2 		$922 Buy
15
+10
+200% +$580 ﹤0.01% 704
2025
Q1 		$298 Buy
+5
New +$328 ﹤0.01% 1480

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's LKFN Position: Q3 2025 in Review

Stephens Consulting sold out of Lakeland Financial Corp (LKFN) in Q3 2025, closing a stake of 15 shares — an estimated $922 sold.

Stephens Consulting first reported a position in LKFN in Q1 2025 and held it in 2 quarters. The position peaked at $922 in Q2 2025. 245 funds tracked by Wall St. Rank hold LKFN as of Q3 2025.

  • Stephens Consulting reported no remaining Lakeland Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Lakeland Financial Corp shares in Q3 2025, an estimated $922.
  • Stephens Consulting first reported a position in Lakeland Financial Corp in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Lakeland Financial Corp position peaked at $922 in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.