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Tortoise Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Tortoise Investment Management’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
-1
Closed -$64 – 898
2025
Q3 		$64 Buy
+1
New +$65 ﹤0.01% 1465

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Tortoise Investment Management's LKFN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 1 share — an estimated $64 sold.

Tortoise Investment Management first reported a position in LKFN in Q3 2025 and held it in 1 quarter. The position peaked at $64 in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Tortoise Investment Management reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Lakeland Financial Corp share in Q4 2025, an estimated $64.
  • Tortoise Investment Management first reported a position in Lakeland Financial Corp in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Lakeland Financial Corp position peaked at $64 in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.