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WhitTier Trust Company’s Lakeland Financial Corp LKFN Stock Holding History

WhitTier Trust Company’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 		$3.39K Hold
55
– – ﹤0.01% 1229
2026
Q1 		$3.21K Buy
+55
New +$3.23K ﹤0.01% 1206

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

WhitTier Trust Company's LKFN Position: Q2 2026 in Review

WhitTier Trust Company held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 55 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

WhitTier Trust Company first reported a position in LKFN in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • WhitTier Trust Company held 55 shares of Lakeland Financial Corp worth $3.39K as of Q2 2026.
  • WhitTier Trust Company left its Lakeland Financial Corp share count unchanged in Q2 2026.
  • Lakeland Financial Corp made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1229 holding.
  • WhitTier Trust Company first reported a position in Lakeland Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.