SPIA
LKFN icon

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
2025
Q4 		– Sell
-34
Closed -$2.18K – 4411
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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return