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Steward Partners Investment Advisory’s Lakeland Financial Corp LKFN Stock Holding History

Steward Partners Investment Advisory’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 		$412K Buy
+6,679
New +$403K ﹤0.01% 1810
2025
Q4 		– Sell
-34
Closed -$2.18K – 4410
2025
Q3 		$2.18K Hold
34
– – ﹤0.01% 3897
2025
Q2 		$2.09K Hold
34
– – ﹤0.01% 3718
2025
Q1 		$2.02K Hold
34
– – ﹤0.01% 3639
2024
Q4 		$2.34K Buy
+34
New +$2.36K ﹤0.01% 3597
2024
Q2 		– Sell
-39
Closed -$2.59K – 3668
2024
Q1 		$2.59K Buy
+39
New +$2.52K ﹤0.01% 3241

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's LKFN Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 6,679 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in LKFN as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in LKFN in Q1 2024 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Steward Partners Investment Advisory held 6,679 shares of Lakeland Financial Corp worth $412K as of Q2 2026.
  • Lakeland Financial Corp was a new Steward Partners Investment Advisory position in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1810 holding.
  • Steward Partners Investment Advisory first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.