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WPG Advisers’s Lakeland Financial Corp LKFN Stock Holding History

WPG Advisers’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 		$5.31K Buy
86
+36
+72% +$2.17K ﹤0.01% 959
2026
Q1 		$2.87K Hold
50
– – ﹤0.01% 1011
2025
Q4 		$2.85K Hold
50
– – ﹤0.01% 1036
2025
Q3 		$3.21K Hold
50
– – ﹤0.01% 1021
2025
Q2 		$3.07K Sell
50
-53
-51% -$3.08K ﹤0.01% 1017
2025
Q1 		$6.12K Buy
103
+71
+222% +$4.66K 0.01% 810
2024
Q4 		$2.2K Buy
+32
New +$2.22K ﹤0.01% 1056

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 $3.38T AUM 44.17% 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

WPG Advisers's LKFN Position: Q2 2026 in Review

WPG Advisers increased its Lakeland Financial Corp (LKFN) stake by 72% in Q2 2026, buying an estimated $2.17K and bringing the position to 86 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

WPG Advisers first reported a position in LKFN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.12K in Q1 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • WPG Advisers held 86 shares of Lakeland Financial Corp worth $5.31K as of Q2 2026.
  • WPG Advisers bought 36 Lakeland Financial Corp shares in Q2 2026, an estimated $2.17K.
  • Lakeland Financial Corp made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #959 holding.
  • WPG Advisers first reported a position in Lakeland Financial Corp in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Lakeland Financial Corp position peaked at $6.12K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.