Truist Financial
LKFN icon

Truist Financial’s Lakeland Financial Corp LKFN Stock Holding History

Truist Financial’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
2024
Q2 		– Sell
-3,987
Closed -$264K – 2691
2024
Q1 		$264K Sell
3,987
-16,091
-80% -$1.04M ﹤0.01% 2351
2023
Q4 		$1.31M Sell
20,078
-2,088
-9% -$115K ﹤0.01% 1474
2023
Q3 		$1.05M Sell
22,166
-1,035
-4% -$53.5K ﹤0.01% 1535
2023
Q2 		$1.13M Buy
23,201
+270
+1% +$14.1K ﹤0.01% 1536
2023
Q1 		$1.44M Buy
22,931
+1,583
+7% +$110K ﹤0.01% 1385
2022
Q4 		$1.56M Sell
21,348
-1,028
-5% -$78.7K ﹤0.01% 1327
2022
Q3 		$1.63M Buy
22,376
+8,402
+60% +$626K ﹤0.01% 1284
2022
Q2 		$928K Buy
+13,974
New +$997K ﹤0.01% 1579
2017
Q1 		– Sell
-4,288
Closed -$203K – 841
2016
Q4 		$203K Buy
+4,288
New +$175K ﹤0.01% 787
2015
Q3 		– Sell
-7,151
Closed -$206K – 846
2015
Q2 		$206K Sell
7,151
-1,053
-13% -$28.6K 0.01% 752
2015
Q1 		$222K Sell
8,204
-4,483
-35% -$120K 0.01% 745
2014
Q4 		$368K Sell
12,687
-1,104
-8% -$29.7K 0.01% 570
2014
Q3 		$344K Sell
13,791
-2,355
-15% -$59.8K 0.01% 587
2014
Q2 		$411K Sell
16,146
-840
-5% -$20.9K 0.01% 554
2014
Q1 		$455K Sell
16,986
-1,995
-11% -$50.7K 0.01% 531
2013
Q4 		$494K Sell
18,981
-863
-4% -$20.7K 0.02% 512
2013
Q3 		$432K Buy
19,844
+2,820
+17% +$59.7K 0.02% 519
2013
Q2 		$315K Buy
+17,024
New +$309K 0.01% 587

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Truist Financial's LKFN Position: Q2 2024 in Review

Truist Financial sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 3,987 shares — an estimated $264K sold.

Truist Financial first reported a position in LKFN in Q2 2013 and held it in 18 quarters. The position peaked at $1.63M in Q3 2022. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • Truist Financial reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 3,987 Lakeland Financial Corp shares in Q2 2024, an estimated $264K.
  • Truist Financial first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 18 quarters.
  • Truist Financial's Lakeland Financial Corp position peaked at $1.63M in Q3 2022.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.