Zurich Cantonal Bank’s Lakeland Financial Corp LKFN Stock Holding History

Zurich Cantonal Bank’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	$369K	Hold	5,984	–	–	﹤0.01%	2100
2026 Q1	$343K	Buy	5,984 +1,124	+23%	+$65.9K	﹤0.01%	2026
2025 Q4	$277K	Hold	4,860	–	–	﹤0.01%	2095
2025 Q3	$312K	Hold	4,860	–	–	﹤0.01%	1972
2025 Q2	$299K	Sell	4,860 -2,117	-30%	-$123K	﹤0.01%	1964
2025 Q1	$415K	Hold	6,977	–	–	﹤0.01%	1706
2024 Q4	$480K	Buy	6,977 +1,546	+28%	+$107K	﹤0.01%	1656
2024 Q3	$354K	Hold	5,431	–	–	﹤0.01%	1770
2024 Q2	$334K	Buy	5,431 +529	+11%	+$32.2K	﹤0.01%	1763
2024 Q1	$325K	Hold	4,902	–	–	﹤0.01%	1762
2023 Q4	$319K	Hold	4,902	–	–	﹤0.01%	1806
2023 Q3	$233K	Buy	4,902 +1,234	+34%	+$63.8K	﹤0.01%	1873
2023 Q2	$178K	Hold	3,668	–	–	﹤0.01%	2002
2023 Q1	$230K	Buy	3,668 +65	+2%	+$4.53K	﹤0.01%	1783
2022 Q4	$263K	Buy	3,603 +747	+26%	+$57.2K	﹤0.01%	1659
2022 Q3	$208K	Hold	2,856	–	–	﹤0.01%	1731
2022 Q2	$190K	Hold	2,856	–	–	﹤0.01%	1817
2022 Q1	$208K	Hold	2,856	–	–	﹤0.01%	1858
2021 Q4	$229K	Hold	2,856	–	–	﹤0.01%	1978
2021 Q3	$203K	Hold	2,856	–	–	﹤0.01%	1917
2021 Q2	$176K	Sell	2,856 -577	-17%	-$36.9K	﹤0.01%	1893
2021 Q1	$238K	Hold	3,433	–	–	﹤0.01%	1689
2020 Q4	$184K	Hold	3,433	–	–	﹤0.01%	1902
2020 Q3	$141K	Hold	3,433	–	–	﹤0.01%	1824
2020 Q2	$160K	Buy	3,433 +1,001	+41%	+$40.9K	﹤0.01%	1667
2020 Q1	$89K	Buy	2,432 +802	+49%	+$34.9K	﹤0.01%	1667
2019 Q4	$80K	Hold	1,630	–	–	﹤0.01%	1865
2019 Q3	$72K	Hold	1,630	–	–	﹤0.01%	1790
2019 Q2	$76K	Hold	1,630	–	–	﹤0.01%	1783
2019 Q1	$74K	Sell	1,630 -385	-19%	-$17.6K	﹤0.01%	1759
2018 Q4	$81K	Hold	2,015	–	–	﹤0.01%	1727
2018 Q3	$94K	Hold	2,015	–	–	﹤0.01%	1746
2018 Q2	$97K	Hold	2,015	–	–	﹤0.01%	1664
2018 Q1	$93K	Hold	2,015	–	–	﹤0.01%	1638
2017 Q4	$98K	Buy	2,015 +427	+27%	+$20.9K	﹤0.01%	1578
2017 Q3	$77K	Hold	1,588	–	–	﹤0.01%	1541
2017 Q2	$73K	Buy	1,588 +388	+32%	+$17.3K	﹤0.01%	1536
2017 Q1	$52K	Hold	1,200	–	–	﹤0.01%	1717
2016 Q4	$57K	Hold	1,200	–	–	﹤0.01%	1631
2016 Q3	$43K	Hold	1,200	–	–	﹤0.01%	1732
2016 Q2	$38K	Hold	1,200	–	–	﹤0.01%	1643
2016 Q1	$37K	Hold	1,200	–	–	﹤0.01%	1588
2015 Q4	$37K	Buy	1,200 +810	+208%	+$25.2K	﹤0.01%	1606
2015 Q3	$12K	Buy	390 +189	+94%	+$5.33K	﹤0.01%	1797
2015 Q2	$6K	Hold	201	–	–	﹤0.01%	1767
2015 Q1	$5K	Buy	+201	New	+$5.37K	﹤0.01%	1890

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

Zurich Cantonal Bank's LKFN Position: Q2 2026 in Review

Zurich Cantonal Bank held its Lakeland Financial Corp (LKFN) position steady in Q2 2026 at 5,984 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Zurich Cantonal Bank first reported a position in LKFN in Q1 2015 and has held it in 46 quarters since. The position peaked at $480K in Q4 2024. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Zurich Cantonal Bank held 5,984 shares of Lakeland Financial Corp worth $369K as of Q2 2026.
Zurich Cantonal Bank left its Lakeland Financial Corp share count unchanged in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2100 holding.
Zurich Cantonal Bank first reported a position in Lakeland Financial Corp in Q1 2015 and has held it in 46 quarters since.
Zurich Cantonal Bank's Lakeland Financial Corp position peaked at $480K in Q4 2024.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.