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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
Q2 		$16.5K Buy
267
+46
+21% +$2.77K ﹤0.01% 1750
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 $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

UMB Bank's LKFN Position: Q2 2026 in Review

UMB Bank increased its Lakeland Financial Corp (LKFN) stake by 21% in Q2 2026, buying an estimated $2.77K and bringing the position to 267 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

UMB Bank first reported a position in LKFN in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • UMB Bank held 267 shares of Lakeland Financial Corp worth $16.5K as of Q2 2026.
  • UMB Bank bought 46 Lakeland Financial Corp shares in Q2 2026, an estimated $2.77K.
  • Lakeland Financial Corp made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1750 holding.
  • UMB Bank first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.