Wealth Enhancement Advisory Services
LKFN icon

Wealth Enhancement Advisory Services’s Lakeland Financial Corp LKFN Stock Holding History

Wealth Enhancement Advisory Services’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 		$545K Buy
9,495
+1,761
+23% +$107K ﹤0.01% 2725
2026
Q2 		$467K Buy
+7,734
New +$466K ﹤0.01% 2747

Other funds holding LKFN

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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Wealth Enhancement Advisory Services's LKFN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Lakeland Financial Corp (LKFN) stake by 23% in Q3 2026, buying an estimated $107K and bringing the position to 9,495 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Wealth Enhancement Advisory Services first reported a position in LKFN in Q2 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,495 shares of Lakeland Financial Corp worth $545K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,761 Lakeland Financial Corp shares in Q3 2026, an estimated $107K.
  • Lakeland Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2725 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lakeland Financial Corp in Q2 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.