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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return