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Wealthspire Advisors (New York)’s Lakeland Financial Corp LKFN Stock Holding History

Wealthspire Advisors (New York)’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
-57
Closed -$3.66K – 2076
2025
Q3 		$3.66K Buy
+57
New +$3.7K ﹤0.01% 2438

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

Wealthspire Advisors (New York)'s LKFN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lakeland Financial Corp (LKFN) in Q4 2025, closing a stake of 57 shares — an estimated $3.66K sold.

Wealthspire Advisors (New York) first reported a position in LKFN in Q3 2025 and held it in 1 quarter. The position peaked at $3.66K in Q3 2025. 227 funds tracked by Wall St. Rank hold LKFN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lakeland Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 57 Lakeland Financial Corp shares in Q4 2025, an estimated $3.66K.
  • Wealthspire Advisors (New York) first reported a position in Lakeland Financial Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Lakeland Financial Corp position peaked at $3.66K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.