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True Wealth Design’s Lakeland Financial Corp LKFN Stock Holding History

True Wealth Design’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 		$2.1K Buy
34
+28
+467% +$1.69K ﹤0.01% 1671
2026
Q1 		$345 Sell
6
-4
-40% -$235 ﹤0.01% 2177
2025
Q4 		$571 Sell
10
-14
-58% -$832 ﹤0.01% 1913
2025
Q3 		$1.54K Buy
24
+14
+140% +$909 ﹤0.01% 1577
2025
Q2 		$615 Sell
10
-4
-29% -$232 ﹤0.01% 1655
2025
Q1 		$833 Buy
+14
New +$918 ﹤0.01% 1338

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

True Wealth Design's LKFN Position: Q2 2026 in Review

True Wealth Design increased its Lakeland Financial Corp (LKFN) stake by 467% in Q2 2026, buying an estimated $1.69K and bringing the position to 34 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

True Wealth Design first reported a position in LKFN in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • True Wealth Design held 34 shares of Lakeland Financial Corp worth $2.1K as of Q2 2026.
  • True Wealth Design bought 28 Lakeland Financial Corp shares in Q2 2026, an estimated $1.69K.
  • Lakeland Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1671 holding.
  • True Wealth Design first reported a position in Lakeland Financial Corp in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.