Y-Intercept (HK)’s Lakeland Financial Corp LKFN Stock Holding History

Y-Intercept (HK)’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 Q3	$357K	Sell	6,189 -29,653	-83%	-$1.81M	0.01%	1372
2026 Q2	$2.21M	Buy	+35,842	New	+$2.16M	0.04%	643
2025 Q3	–	Sell	-8,099	Closed	-$498K	–	1825
2025 Q2	$498K	Sell	8,099 -5,818	-42%	-$338K	0.01%	1203
2025 Q1	$827K	Buy	+13,917	New	+$912K	0.06%	489
2023 Q1	–	Sell	-2,881	Closed	-$210K	–	1370
2022 Q4	$210K	Buy	+2,881	New	+$221K	0.03%	811

Other funds holding LKFN

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Y-Intercept (HK)'s LKFN Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Lakeland Financial Corp (LKFN) stake by 83% in Q3 2026, selling an estimated $1.81M and leaving 6,189 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1372.

Y-Intercept (HK) first reported a position in LKFN in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.21M in Q2 2026. 34 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

Y-Intercept (HK) held 6,189 shares of Lakeland Financial Corp worth $357K as of Q3 2026.
Y-Intercept (HK) sold 29,653 Lakeland Financial Corp shares in Q3 2026, an estimated $1.81M.
Lakeland Financial Corp made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1372 holding.
Y-Intercept (HK) first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 5 quarters since.
Y-Intercept (HK)'s Lakeland Financial Corp position peaked at $2.21M in Q2 2026.
34 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.