Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Lakeland Financial Corp LKFN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$373K Buy
6,048
+558
+10% +$33.6K ﹤0.01% 1872
2026
Q1 		$315K Buy
5,490
+767
+16% +$45K ﹤0.01% 1860
2025
Q4 		$271K Sell
4,723
-250
-5% -$14.9K ﹤0.01% 1897
2025
Q3 		$319K Buy
4,973
+297
+6% +$19.3K ﹤0.01% 1885
2025
Q2 		$287K Sell
4,676
-541
-10% -$31.4K ﹤0.01% 1840
2025
Q1 		$310K Buy
+5,217
New +$342K ﹤0.01% 1776

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's LKFN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Lakeland Financial Corp (LKFN) stake by 10% in Q2 2026, buying an estimated $33.6K and bringing the position to 6,048 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Universal-Beteiligungs- und Servicegesellschaft 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.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,048 shares of Lakeland Financial Corp worth $373K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 558 Lakeland Financial Corp shares in Q2 2026, an estimated $33.6K.
  • Lakeland Financial Corp made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1872 holding.
  • Universal-Beteiligungs- und Servicegesellschaft 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 Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.