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LAKELAND FINANCIAL CORP hedge fund holdings

LKFNNASDAQ
$59.07+0.97 (+1.67%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LKFN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-6.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257081$102M$89.2M220Aug 14, 2025
Q3 20257071$104M$121M230Nov 14, 2025
Q4 20256398$90.2M$99.9M215Feb 14, 2026
Q1 20267367$72.3M$84.1M227May 15, 2026
Q2 202610258$117M$101M242Aug 14, 2026

Quarterly action breakdown

Q2 2026
242 filers
New position
39
$12.9M+209K sh
Increased
63
$104M+1.69M sh
Reduced
42
-$95.4M-1.54M sh
Out / sold
16
-$5.82M-94.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Copeland Capital Management, LLCReduce 99.99%-$38.1M$2.77K0.00%Aug 4, 2026
NFJ Investment Group, LLCReduce 48.65%-$13.6M$14.4M0.49%Aug 11, 2026
Silvercrest Asset Management Group LLCReduce 7.44%-$2.92M$36.3M0.24%Aug 14, 2026
Fi3 FINANCIAL ADVISORS, LLCReduce 77.14%-$2.25M$668K0.16%Aug 14, 2026
SYM FINANCIAL CorpReduce 52.88%-$2.13M$1.9M0.15%Aug 4, 2026
Voloridge Investment Management, LLCSell 100%-$1.82M$00.00%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundReduce 57.06%-$1.49M$1.12M0.00%Aug 13, 2026
Wesbanco Bank IncNew Buy+$1.44M$1.44M0.04%Jul 28, 2026
Neumeier Poma Investment Counsel LLCAdded 4.02%+$1.19M$30.7M2.10%Aug 13, 2026
Campbell & CO Investment Adviser LLCAdded 328.78%+$1.13M$1.48M0.08%Aug 3, 2026
Quantinno Capital Management LPAdded 174.76%+$774K$1.22M0.00%Aug 13, 2026
Elo Mutual Pension Insurance CoNew Buy+$727K$727K0.01%Aug 13, 2026
Bridge City Capital, LLCAdded 36.77%+$693K$2.58M0.59%Aug 11, 2026
1st Source BankReduce 18.38%-$663K$2.94M0.13%Aug 6, 2026
Jain Global LLCNew Buy+$662K$662K0.00%Aug 14, 2026
Boston Trust Walden CorpReduce 3.31%-$621K$18.1M0.14%Jul 24, 2026
Sequoia Financial Advisors, LLCNew Buy+$445K$445K0.00%Jul 17, 2026
Snowden Capital Advisors LLCSell 100%-$408K$00.00%Aug 13, 2026
Bessemer Group IncReduce 96.00%-$408K$17K0.00%Aug 12, 2026
iSAM Funds (UK) LtdNew Buy+$401K$401K0.28%Aug 12, 2026
Axq Capital, LPNew Buy+$351K$351K0.04%Aug 6, 2026
Rafferty Asset Management, LLCReduce 26.34%-$311K$869K0.00%Aug 14, 2026
Public Sector Pension Investment BoardReduce 5.08%-$282K$5.28M0.01%Aug 13, 2026
Kennedy Capital Management LLCReduce 2.84%-$275K$9.4M0.17%Aug 14, 2026
State of Alaska, Department of RevenueReduce 31.51%-$262K$569K0.01%Jul 20, 2026
Inceptionr LLCNew Buy+$252K$252K0.06%Aug 11, 2026
Personal Cfo Solutions, LLCSell 100%-$221K$00.00%Aug 7, 2026
MQS Management LLCNew Buy+$221K$221K0.27%Aug 7, 2026
Revolve Wealth Partners, LLCNew Buy+$206K$206K0.02%Jul 9, 2026
Numerai GP LLCAdded 46.97%+$186K$582K0.05%Aug 14, 2026
Freestone Grove Partners LPAdded 41.20%+$164K$562K0.00%Aug 14, 2026
Inspire Investing, LLCAdded 23.29%+$129K$681K0.03%Aug 12, 2026
Legato Capital Management LLCAdded 40.40%+$121K$421K0.03%Aug 6, 2026
Graham Capital Management, L.P.Added 14.56%+$110K$863K0.02%Aug 14, 2026
Summit Securities Group LLCSell 100%-$86.1K$00.00%Aug 3, 2026
First Trust Advisors LPAdded 3.00%+$72.3K$2.48M0.00%Aug 11, 2026
Monarch Capital Management IncReduce 0.76%-$69.4K$9.06M2.08%Jul 22, 2026
Aptus Capital Advisors, LLCAdded 0.61%+$58.4K$9.64M0.07%Aug 12, 2026
Thrivent Financial for LutheransReduce 2.09%-$29.3K$1.37M0.00%Aug 14, 2026
2UniFi BankSell 100%-$15.8K$0Not reportedAug 14, 2026
Heartland Advisors IncReduce 1.08%-$15.6K$1.43M0.06%Aug 11, 2026
TD Private Client Wealth LLCAdded 37.34%+$12.8K$47.2K0.00%Aug 4, 2026
Destiny Wealth Partners, LLCSell 100%-$11.2K$00.00%Aug 7, 2026
Choreo, LLCReduce 2.47%-$10.2K$405K0.00%Aug 4, 2026
Great Lakes Advisors, LLCReduce 1.78%-$8.89K$489K0.00%Aug 10, 2026
Yousif Capital Management, LLCReduce 1.83%-$7.59K$408K0.00%Jul 16, 2026
Maryland State Retirement & Pension SystemReduce 2.68%-$6.17K$224K0.00%Jul 30, 2026
Oregon Public Employees Retirement FundReduce 1.74%-$6.17K$348K0.00%Jul 29, 2026
Synergy Investment Management, LLCNew Buy+$5.32K$5.32K0.00%Aug 14, 2026
Quarry LPNew Buy+$4.44K$4.44K0.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdNew Buy+$3.46K$3.46K0.00%Aug 14, 2026
Ameriflex Group, Inc.New Buy+$3.21K$3.21K0.00%Aug 14, 2026
Arkadios Wealth AdvisorsAdded 1.05%+$2.84K$272K0.00%Aug 10, 2026
UMB Bank, n.a.Added 20.81%+$2.84K$16.5K0.00%Aug 13, 2026
Illinois Municipal Retirement FundReduce 0.33%-$2.72K$823K0.01%Aug 12, 2026
Whipplewood Advisors, LLCSell 100%-$2.64K$00.00%Jul 27, 2026
Pictet Asset Management Holding SAAdded 1.06%+$2.47K$235K0.00%Jul 30, 2026
WPG Advisers, LLCAdded 72.00%+$2.22K$5.31K0.00%Aug 6, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$1.72K$00.00%Aug 13, 2026
Bare Financial Services, IncAdded 56.67%+$1.05K$2.9K0.00%Jul 27, 2026
Pinnacle Wealth Planning Services, Inc.Added 2.12%+$988$47.6K0.00%Aug 7, 2026
Wall Street Financial Group, Inc.Sell 100%-$459$00.00%Jul 14, 2026
CANADA LIFE ASSURANCE CoReduce 0.03%-$432$1.34M0.00%Aug 13, 2026
Fiduciary Financial AdvisorsNew Buy+$309$3090.00%Aug 14, 2026
MassMutual Private Wealth & Trust, FSBNew Buy+$247$2470.00%Jul 2, 2026
Ankerstar Wealth, LLCNew Buy+$185$1850.00%Aug 13, 2026
Abound Wealth ManagementSell 100%-$173$00.00%Jul 10, 2026
Davis Capital ManagementNew Buy+$62$620.00%Jul 16, 2026
Gilpin Wealth Management, LLCAdded 25.00%+$62$3090.00%Jul 24, 2026
Retirement Wealth Solutions LLCAdded 0.81%+$62$7.64K0.00%Jul 7, 2026
TD Capital Management LLCAdded 3.23%+$61$1.96K0.00%Aug 6, 2026

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