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Steward Financial Group’s Lakeland Financial Corp LKFN Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+3
New +$155 ﹤0.01% 1449
2022
Q3 		– Sell
-2
Closed – – 768
2022
Q2 		$0 Buy
+2
New +$143 ﹤0.01% 1189

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Steward Financial Group's LKFN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Lakeland Financial Corp (LKFN) in Q3 2023: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LKFN as recently as Q2 2022.

Steward Financial Group first reported a position in LKFN in Q2 2022 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold LKFN as of Q3 2023.

  • Steward Financial Group held 3 shares of Lakeland Financial Corp worth $0 as of Q3 2023.
  • Lakeland Financial Corp was a new Steward Financial Group position in Q3 2023.
  • Lakeland Financial Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1449 holding.
  • Steward Financial Group first reported a position in Lakeland Financial Corp in Q2 2022 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.