TrueMark Investments’s Lakeland Financial Corp LKFN Stock Holding History

TrueMark Investments’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	-93,375	Closed	-$5.99M	–	269
2025 Q3	$5.99M	Buy	93,375 +77,930	+505%	+$5.06M	1.04%	43
2025 Q2	$949K	Buy	+15,445	New	+$896K	0.21%	114

Other funds holding LKFN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

TrueMark Investments's LKFN Position: Q4 2025 in Review

TrueMark Investments sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 93,375 shares — an estimated $5.99M sold.

TrueMark Investments first reported a position in LKFN in Q2 2025 and held it in 2 quarters. The position peaked at $5.99M in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

TrueMark Investments reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
TrueMark Investments sold 93,375 Lakeland Financial Corp shares in Q4 2025, an estimated $5.99M.
TrueMark Investments first reported a position in Lakeland Financial Corp in Q2 2025 and held it in 2 quarters.
TrueMark Investments's Lakeland Financial Corp position peaked at $5.99M in Q3 2025.
227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.