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Versor Investments’s Lakeland Financial Corp LKFN Stock Holding History

Versor Investments’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
Q4 		– Sell
-3,800
Closed -$244K – 704
2025
Q3 		$244K Buy
+3,800
New +$247K 0.04% 542
2024
Q2 		– Sell
-6,400
Closed -$424K – 838
2024
Q1 		$424K Buy
6,400
+2,000
+45% +$129K 0.09% 385
2023
Q4 		$287K Buy
+4,400
New +$243K 0.06% 538
2023
Q3 		– Sell
-8,669
Closed -$421K – 761
2023
Q2 		$421K Sell
8,669
-2,747
-24% -$144K 0.07% 316
2023
Q1 		$715K Buy
11,416
+5,203
+84% +$363K 0.09% 200
2022
Q4 		$453K Sell
6,213
-2,987
-32% -$229K 0.04% 377
2022
Q3 		$670K Buy
+9,200
New +$686K 0.04% 354

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Versor Investments's LKFN Position: Q4 2025 in Review

Versor Investments sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 3,800 shares — an estimated $244K sold.

Versor Investments first reported a position in LKFN in Q3 2022 and held it in 7 quarters. The position peaked at $715K in Q1 2023. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Versor Investments reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Versor Investments sold 3,800 Lakeland Financial Corp shares in Q4 2025, an estimated $244K.
  • Versor Investments first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 7 quarters.
  • Versor Investments's Lakeland Financial Corp position peaked at $715K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.