TD Private Client Wealth’s Lakeland Financial Corp LKFN Stock Holding History

TD Private Client Wealth’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	$32K	Buy	557 +149	+37%	+$8.74K	﹤0.01%	948
2025 Q4	$23.3K	Hold	408	–	–	﹤0.01%	992
2025 Q3	$26.2K	Sell	408 -60	-13%	-$3.9K	﹤0.01%	951
2025 Q2	$28.8K	Hold	468	–	–	﹤0.01%	935
2025 Q1	$27.8K	Hold	468	–	–	﹤0.01%	893
2024 Q4	$32.2K	Buy	468 +86	+23%	+$5.96K	﹤0.01%	901
2024 Q3	$24.9K	Hold	382	–	–	﹤0.01%	940
2024 Q2	$23.5K	Hold	382	–	–	﹤0.01%	927
2024 Q1	$25.3K	Hold	382	–	–	﹤0.01%	915
2023 Q4	$24.9K	Hold	382	–	–	﹤0.01%	924
2023 Q3	$18.1K	Hold	382	–	–	﹤0.01%	951
2023 Q2	$18.5K	Hold	382	–	–	﹤0.01%	959
2023 Q1	$23.9K	Buy	382 +230	+151%	+$16K	﹤0.01%	908
2022 Q4	$11.1K	Hold	152	–	–	﹤0.01%	999
2022 Q3	$11.1K	Hold	152	–	–	﹤0.01%	982
2022 Q2	$10.1K	Hold	152	–	–	﹤0.01%	1005
2022 Q1	$11.1K	Buy	+152	New	+$12.1K	﹤0.01%	1033

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TD Private Client Wealth's LKFN Position: Q1 2026 in Review

TD Private Client Wealth increased its Lakeland Financial Corp (LKFN) stake by 37% in Q1 2026, buying an estimated $8.74K and bringing the position to 557 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

TD Private Client Wealth first reported a position in LKFN in Q1 2022 and has held it in 17 quarters since. The position peaked at $32.2K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

TD Private Client Wealth held 557 shares of Lakeland Financial Corp worth $32K as of Q1 2026.
TD Private Client Wealth bought 149 Lakeland Financial Corp shares in Q1 2026, an estimated $8.74K.
Lakeland Financial Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #948 holding.
TD Private Client Wealth first reported a position in Lakeland Financial Corp in Q1 2022 and has held it in 17 quarters since.
TD Private Client Wealth's Lakeland Financial Corp position peaked at $32.2K in Q4 2024.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.