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Yousif Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Yousif Capital Management’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 		$408K Sell
6,615
-123
-2% -$7.42K ﹤0.01% 1408
2026
Q1 		$387K Sell
6,738
-111
-2% -$6.51K ﹤0.01% 1504
2025
Q4 		$403K Sell
6,849
-1,030
-13% -$61.2K ﹤0.01% 1521
2025
Q3 		$506K Sell
7,879
-1,666
-17% -$108K 0.01% 1430
2025
Q2 		$587K Buy
9,545
+18
+0.2% +$1.04K 0.01% 1384
2025
Q1 		$566K Sell
9,527
-118
-1% -$7.74K 0.01% 1388
2024
Q4 		$663K Sell
9,645
-240
-2% -$16.6K 0.01% 1357
2024
Q3 		$644K Sell
9,885
-282
-3% -$18.4K 0.01% 1391
2024
Q2 		$625K Sell
10,167
-1,231
-11% -$75K 0.01% 1361
2024
Q1 		$756K Sell
11,398
-1,175
-9% -$75.9K 0.01% 1331
2023
Q4 		$819K Sell
12,573
-30
-0.2% -$1.66K 0.01% 1311
2023
Q3 		$598K Sell
12,603
-949
-7% -$49.1K 0.01% 1403
2023
Q2 		$658K Sell
13,552
-758
-5% -$39.6K 0.01% 1371
2023
Q1 		$896K Sell
14,310
-1,815
-11% -$127K 0.01% 1201
2022
Q4 		$1.18M Sell
16,125
-4,350
-21% -$333K 0.02% 1084
2022
Q3 		$1.49M Sell
20,475
-348
-2% -$25.9K 0.02% 937
2022
Q2 		$1.38M Sell
20,823
-2,565
-11% -$183K 0.02% 1045
2022
Q1 		$1.71M Buy
23,388
+75
+0.3% +$5.99K 0.02% 1049
2021
Q4 		$1.87M Buy
+23,313
New +$1.74M 0.02% 1018

Other funds holding LKFN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CI
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Yousif Capital Management's LKFN Position: Q2 2026 in Review

Yousif Capital Management reduced its Lakeland Financial Corp (LKFN) stake by 1.8% in Q2 2026, selling an estimated $7.42K and leaving 6,615 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Yousif Capital Management first reported a position in LKFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q4 2021. 29 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Yousif Capital Management held 6,615 shares of Lakeland Financial Corp worth $408K as of Q2 2026.
  • Yousif Capital Management sold 123 Lakeland Financial Corp shares in Q2 2026, an estimated $7.42K.
  • Lakeland Financial Corp made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1408 holding.
  • Yousif Capital Management first reported a position in Lakeland Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Lakeland Financial Corp position peaked at $1.87M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.