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Sunbelt Securities’s Lakeland Financial Corp LKFN Stock Holding History

Sunbelt Securities’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
Q1 		$115 Buy
+2
New +$117 ﹤0.01% 2624
2025
Q4 		– Sell
-5
Closed -$321 – 2880
2025
Q3 		$321 Buy
+5
New +$325 ﹤0.01% 2334

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sunbelt Securities's LKFN Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Lakeland Financial Corp (LKFN) in Q1 2026: 2 shares worth $115. The stake represents ﹤0.01% of the portfolio and ranks #2624 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in LKFN as recently as Q3 2025.

Sunbelt Securities first reported a position in LKFN in Q3 2025 and has held it in 2 quarters since. The position peaked at $321 in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Sunbelt Securities held 2 shares of Lakeland Financial Corp worth $115 as of Q1 2026.
  • Lakeland Financial Corp was a new Sunbelt Securities position in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2624 holding.
  • Sunbelt Securities first reported a position in Lakeland Financial Corp in Q3 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Lakeland Financial Corp position peaked at $321 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.