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UMB Bank’s Lakeland Financial Corp LKFN Stock Holding History

UMB Bank’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 		$12.7K Sell
221
-33
-13% -$1.94K ﹤0.01% 1770
2025
Q4 		$14.5K Buy
254
+184
+263% +$10.9K ﹤0.01% 1674
2025
Q3 		$4.49K Buy
70
+18
+35% +$1.17K ﹤0.01% 1906
2025
Q2 		$3.19K Sell
52
-41
-44% -$2.38K ﹤0.01% 1931
2025
Q1 		$5.53K Buy
93
+40
+75% +$2.62K ﹤0.01% 1733
2024
Q4 		$3.64K Hold
53
– – ﹤0.01% 1807
2024
Q3 		$3.45K Buy
53
+29
+121% +$1.89K ﹤0.01% 1835
2024
Q2 		$1.48K Buy
24
+12
+100% +$731 ﹤0.01% 1878
2024
Q1 		$796 Buy
+12
New +$775 ﹤0.01% 1852

Other funds holding LKFN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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