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

Wealth Enhancement Trust 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 Q2	$864	Buy	+14	New	+$844	﹤0.01%	1157

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's LKFN Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 14 shares worth $864. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings.

158 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Wealth Enhancement Trust Services held 14 shares of Lakeland Financial Corp worth $864 as of Q2 2026.
Lakeland Financial Corp was a new Wealth Enhancement Trust Services position in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1157 holding.
158 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.