SYM Financial Corp’s Lakeland Financial Corp LKFN Stock Holding History

SYM Financial Corp’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	$1.9M	Sell	30,711 -34,464	-53%	-$2.08M	0.15%	46
2026 Q1	$3.74M	Buy	65,175 +45,863	+237%	+$2.69M	0.37%	24
2025 Q4	$1.1M	Sell	19,312 -502	-3%	-$29.8K	0.11%	51
2025 Q3	$1.27M	Buy	19,814 +18	+0.1%	+$1.17K	0.14%	43
2025 Q2	$1.22M	Buy	19,796 +148	+0.8%	+$8.59K	0.14%	47
2025 Q1	$1.17M	Sell	19,648 -7,379	-27%	-$484K	0.14%	45
2024 Q4	$1.86M	Sell	27,027 -295	-1%	-$20.5K	0.24%	28
2024 Q3	$1.78M	Sell	27,322 -1,822	-6%	-$119K	0.24%	33
2024 Q2	$1.79M	Buy	29,144 +797	+3%	+$48.6K	0.29%	23
2024 Q1	$1.88M	Sell	28,347 -4,182	-13%	-$270K	0.31%	22
2023 Q4	$2.12M	Hold	32,529	–	–	0.34%	23
2023 Q3	$1.54M	Buy	+32,529	New	+$1.68M	0.27%	25
2023 Q2	–	Sell	-93,260	Closed	-$5.84M	–	130
2023 Q1	$5.84M	Buy	93,260 +88,206	+1,745%	+$6.15M	1.29%	10
2022 Q4	$369K	Sell	5,054 -124	-2%	-$9.49K	0.09%	43
2022 Q3	$377K	Hold	5,178	–	–	0.18%	38
2022 Q2	$344K	Hold	5,178	–	–	0.16%	36
2022 Q1	$378K	Hold	5,178	–	–	0.16%	31
2021 Q4	$415K	Sell	5,178 -304	-6%	-$22.6K	0.16%	24
2021 Q3	$391K	Hold	5,482	–	–	0.23%	23
2021 Q2	$338K	Sell	5,482 -2,997	-35%	-$192K	0.19%	25
2021 Q1	$587K	Buy	8,479 +4,404	+108%	+$289K	0.34%	16
2020 Q4	$218K	Buy	+4,075	New	+$207K	0.16%	34
2020 Q3	–	Sell	-6,565	Closed	-$306K	–	89
2020 Q2	$306K	Buy	+6,565	New	+$268K	0.25%	18
2018 Q4	–	Sell	-17,274	Closed	-$803K	–	89
2018 Q3	$803K	Buy	17,274 +10,878	+170%	+$532K	0.45%	11
2018 Q2	$308K	Sell	6,396 -1,036	-14%	-$50.4K	0.18%	13
2018 Q1	$344K	Sell	7,432 -1,095	-13%	-$52.5K	0.21%	15
2017 Q4	$413K	Buy	+8,527	New	+$417K	0.19%	21

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

SYM Financial Corp's LKFN Position: Q2 2026 in Review

SYM Financial Corp reduced its Lakeland Financial Corp (LKFN) stake by 53% in Q2 2026, selling an estimated $2.08M and leaving 30,711 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #46.

SYM Financial Corp first reported a position in LKFN in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.84M in Q1 2023. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

SYM Financial Corp held 30,711 shares of Lakeland Financial Corp worth $1.9M as of Q2 2026.
SYM Financial Corp sold 34,464 Lakeland Financial Corp shares in Q2 2026, an estimated $2.08M.
Lakeland Financial Corp made up 0.15% of SYM Financial Corp's portfolio in Q2 2026, its #46 holding.
SYM Financial Corp first reported a position in Lakeland Financial Corp in Q4 2017 and has held it in 27 quarters since.
SYM Financial Corp's Lakeland Financial Corp position peaked at $5.84M in Q1 2023.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.