Versant Capital Management
LKFN icon

Versant Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Versant Capital 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
2026
Q3 		$101K Buy
1,748
+1,697
+3,327% +$103K 0.01% 929
2026
Q2 		$3.15K Hold
51
– – ﹤0.01% 2509
2026
Q1 		$2.93K Buy
+51
New +$2.99K ﹤0.01% 2501
2025
Q4 		– Sell
-82
Closed -$5.26K – 2700
2025
Q3 		$5.26K Hold
82
– – ﹤0.01% 2185
2025
Q2 		$5.04K Sell
82
-73
-47% -$4.24K ﹤0.01% 2150
2025
Q1 		$9.21K Buy
+155
New +$10.2K ﹤0.01% 1763
2021
Q4 		– Sell
-4
Closed – – 1525
2021
Q3 		$0 Buy
+4
New +$260 ﹤0.01% 1533
2020
Q1 		– Sell
-8
Closed – – 1517
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1480
2019
Q3 		$0 Hold
8
– – ﹤0.01% 1489
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1565
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1661
2018
Q4 		$0 Hold
8
– – ﹤0.01% 1575
2018
Q3 		$0 Sell
8
-2
-20% -$98 ﹤0.01% 1595
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1583
2018
Q1 		$0 Hold
10
– – ﹤0.01% 1582
2017
Q4 		$0 Hold
10
– – ﹤0.01% 1591
2017
Q3 		$0 Hold
10
– – ﹤0.01% 1512
2017
Q2 		$0 Hold
10
– – ﹤0.01% 1493
2017
Q1 		$0 Hold
10
– – ﹤0.01% 1488
2016
Q4 		$0 Hold
10
– – ﹤0.01% 1461
2016
Q3 		$0 Sell
10
-1
-9% -$35 ﹤0.01% 1436
2016
Q2 		$0 Hold
11
– – ﹤0.01% 1394
2016
Q1 		$0 Hold
11
– – ﹤0.01% 1394
2015
Q4 		$0 Buy
+11
New +$343 ﹤0.01% 1385

Other funds holding LKFN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Monarch Capital Management
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Versant Capital Management's LKFN Position: Q3 2026 in Review

Versant Capital Management increased its Lakeland Financial Corp (LKFN) stake by 3,327% in Q3 2026, buying an estimated $103K and bringing the position to 1,748 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #929.

Versant Capital Management first reported a position in LKFN in Q4 2015 and has held it in 24 quarters since. 129 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Versant Capital Management held 1,748 shares of Lakeland Financial Corp worth $101K as of Q3 2026.
  • Versant Capital Management bought 1,697 Lakeland Financial Corp shares in Q3 2026, an estimated $103K.
  • Lakeland Financial Corp made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #929 holding.
  • Versant Capital Management first reported a position in Lakeland Financial Corp in Q4 2015 and has held it in 24 quarters since.
  • 129 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.