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 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

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

Y-Intercept (HK)'s LKFN Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 35,842 shares worth $2.21M. The stake represents 0.04% of the portfolio and ranks #643 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in LKFN as recently as Q2 2025.

Y-Intercept (HK) first reported a position in LKFN in Q4 2022 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Y-Intercept (HK) held 35,842 shares of Lakeland Financial Corp worth $2.21M as of Q2 2026.
Lakeland Financial Corp was a new Y-Intercept (HK) position in Q2 2026.
Lakeland Financial Corp made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #643 holding.
Y-Intercept (HK) first reported a position in Lakeland Financial Corp in Q4 2022 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.