VWM
LKFN icon

Venturi Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-28
Closed -$1.93K – 1294
2024
Q4 		$1.93K Hold
28
– – ﹤0.01% 1859
2024
Q3 		$1.82K Sell
28
-456
-94% -$29.7K ﹤0.01% 1681
2024
Q2 		$29.8K Buy
+484
New +$29.5K ﹤0.01% 826

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's LKFN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 28 shares — an estimated $1.93K sold.

Venturi Wealth Management first reported a position in LKFN in Q2 2024 and held it in 3 quarters. The position peaked at $29.8K in Q2 2024. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 28 Lakeland Financial Corp shares in Q1 2025, an estimated $1.93K.
  • Venturi Wealth Management first reported a position in Lakeland Financial Corp in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Lakeland Financial Corp position peaked at $29.8K in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.