WFA
LBAI

Wipfli Financial Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Wipfli Financial Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$41K Buy
+2,549
New +$40.6K ﹤0.01% 1204

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wipfli Financial Advisors's LBAI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lakeland Bancorp Inc (LBAI) in Q3 2022: 2,549 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

186 funds tracked by Wall St. Rank hold LBAI as of Q3 2022.

  • Wipfli Financial Advisors held 2,549 shares of Lakeland Bancorp Inc worth $41K as of Q3 2022.
  • Lakeland Bancorp Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Lakeland Bancorp Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1204 holding.
  • 186 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.