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Summit Securities Group’s Lakeland Financial Corp LKFN Stock Holding History

Summit Securities 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
2026
Q2 		– Sell
-1,500
Closed -$86.1K – 1281
2026
Q1 		$86.1K Buy
+1,500
New +$88K 0.01% 304

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 $3.37T AUM 44.26% 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

Summit Securities Group's LKFN Position: Q2 2026 in Review

Summit Securities Group sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 1,500 shares — an estimated $86.1K sold.

Summit Securities Group first reported a position in LKFN in Q1 2026 and held it in 1 quarter. The position peaked at $86.1K in Q1 2026. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Summit Securities Group reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,500 Lakeland Financial Corp shares in Q2 2026, an estimated $86.1K.
  • Summit Securities Group first reported a position in Lakeland Financial Corp in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's Lakeland Financial Corp position peaked at $86.1K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.