Steve Schonfeld’s Lakeland Financial Corp LKFN Stock Holding History

Steve Schonfeld’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	$332K	Sell	5,383 -4,381	-45%	-$264K	﹤0.01%	1996
2026 Q1	$560K	Buy	9,764 +5,056	+107%	+$297K	﹤0.01%	1343
2025 Q4	$269K	Sell	4,708 -11,066	-70%	-$658K	﹤0.01%	1613
2025 Q3	$1.01M	Sell	15,774 -1,368	-8%	-$88.8K	0.01%	1359
2025 Q2	$1.05M	Sell	17,142 -7,348	-30%	-$426K	0.01%	1282
2025 Q1	$1.46M	Buy	24,490 +17,290	+240%	+$1.13M	0.01%	1124
2024 Q4	$495K	Buy	7,200 +4,035	+127%	+$280K	﹤0.01%	1407
2024 Q3	$206K	Buy	+3,165	New	+$206K	﹤0.01%	1805
2020 Q4	–	Sell	-5,900	Closed	-$243K	–	1733
2020 Q3	$243K	Buy	+5,900	New	+$267K	﹤0.01%	1157
2020 Q1	–	Sell	-7,600	Closed	-$372K	–	1348
2019 Q4	$372K	Buy	+7,600	New	+$354K	0.01%	871

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Steve Schonfeld's LKFN Position: Q2 2026 in Review

Steve Schonfeld reduced its Lakeland Financial Corp (LKFN) stake by 45% in Q2 2026, selling an estimated $264K and leaving 5,383 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Steve Schonfeld first reported a position in LKFN in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.46M in Q1 2025. 254 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Steve Schonfeld held 5,383 shares of Lakeland Financial Corp worth $332K as of Q2 2026.
Steve Schonfeld sold 4,381 Lakeland Financial Corp shares in Q2 2026, an estimated $264K.
Lakeland Financial Corp made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1996 holding.
Steve Schonfeld first reported a position in Lakeland Financial Corp in Q4 2019 and has held it in 10 quarters since.
Steve Schonfeld's Lakeland Financial Corp position peaked at $1.46M in Q1 2025.
254 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.