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Zions Bancorporation’s Lakeland Financial Corp LKFN Stock Holding History

Zions Bancorporation’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
2022
Q4 		– Sell
-11
Closed -$1K – 1082
2022
Q3 		$1K Sell
11
-12
-52% -$894 ﹤0.01% 901
2022
Q2 		$2K Sell
23
-8
-26% -$570 ﹤0.01% 980
2022
Q1 		$2K Buy
+31
New +$2.48K ﹤0.01% 1060

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zions Bancorporation's LKFN Position: Q4 2022 in Review

Zions Bancorporation sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in LKFN in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 228 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

  • Zions Bancorporation reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Zions Bancorporation sold 11 Lakeland Financial Corp shares in Q4 2022, an estimated $1K.
  • Zions Bancorporation first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 3 quarters.
  • Zions Bancorporation's Lakeland Financial Corp position peaked at $2K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Zions Bancorporation's 13F filing for Q4 2022, filed 10 Feb 2023.