Whipplewood Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Whipplewood Advisors’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	–	Sell	-46	Closed	-$2.64K	–	882
2026 Q1	$2.64K	Buy	+46	New	+$2.7K	﹤0.01%	723
2025 Q3	–	Sell	-46	Closed	-$2.83K	–	789
2025 Q2	$2.83K	Buy	46 +39	+557%	+$2.26K	﹤0.01%	812
2025 Q1	$2.73K	Sell	7 -39	-85%	-$2.56K	﹤0.01%	822
2024 Q4	$3.16K	Buy	+46	New	+$3.19K	﹤0.01%	789

Other funds holding LKFN

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Whipplewood Advisors's LKFN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 46 shares — an estimated $2.64K sold.

Whipplewood Advisors first reported a position in LKFN in Q4 2024 and held it in 4 quarters. The position peaked at $3.16K in Q4 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Whipplewood Advisors reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 46 Lakeland Financial Corp shares in Q2 2026, an estimated $2.64K.
Whipplewood Advisors first reported a position in Lakeland Financial Corp in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Lakeland Financial Corp position peaked at $3.16K in Q4 2024.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.