ETF Holdings Breakdown of LKFN

Stock Name	Lakeland Financial Corporation
Ticker	LKFN(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US5116561003

LKFN institutional holdings

The following institutional investment holdings of LKFN have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 2,540 USD 151,816

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 17,655 USD 1,055,239 -3.5%

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 284 USD 16,975 -3.5%

Total = 20,479 USD 1,224,030
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	2,540	USD 151,816
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	17,655	USD 1,055,239 -3.5%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	284	USD 16,975 -3.5%
Total =	20,479	USD 1,224,030

News associated with LKFN

Head to Head Contrast: Lakeland Financial (NASDAQ:LKFN) & First Business Financial Services (NASDAQ:FBIZ): Lakeland Financial (NASDAQ:LKFN – Get Free Report) and First Business Financial Services (NASDAQ:FBIZ – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, analyst recommendations, risk, valuation, institutional ownership, profitability and dividends. Risk & Volatility Lakeland Financial […] - 2025-08-24 06:40:46
Harbour Investments Inc. Has $118,000 Stock Holdings in Lakeland Financial Corporation (NASDAQ:LKFN): Harbour Investments Inc. raised its holdings in Lakeland Financial Corporation (NASDAQ:LKFN – Free Report) by 16.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,990 shares of the financial services provider’s stock after acquiring an additional 281 shares during the quarter. Harbour Investments Inc.’s […] - 2025-08-08 05:26:55
Keefe, Bruyette & Woods Reaffirms Market Perform Rating for Lakeland Financial (NASDAQ:LKFN): Lakeland Financial (NASDAQ:LKFN – Get Free Report)‘s stock had its “market perform” rating reissued by equities research analysts at Keefe, Bruyette & Woods in a report issued on Monday,Benzinga reports. They presently have a $68.00 target price on the financial services provider’s stock, up from their prior target price of $65.00. Keefe, Bruyette & Woods’ […] - 2025-07-30 03:08:43
Lakeland Financial Corp. Q2 Profit Increases, Beats Estimates: (RTTNews) - Lakeland Financial Corp. (LKFN) reported a profit for its second quarter that Increased from the same period last year and beat the Street estimates. - 2025-07-25 08:26:13
Bank of New York Mellon Corp Reduces Stock Position in Lakeland Financial Corporation (NASDAQ:LKFN): Bank of New York Mellon Corp cut its stake in Lakeland Financial Corporation (NASDAQ:LKFN – Free Report) by 3.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 202,754 shares of the financial services provider’s stock after selling 7,679 shares during the period. […] - 2025-07-21 04:26:48
Analyzing Lakeland Financial (NASDAQ:LKFN) and Equitable Financial (OTCMKTS:EQFN): Equitable Financial (OTCMKTS:EQFN – Get Free Report) and Lakeland Financial (NASDAQ:LKFN – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk. Earnings and Valuation This table compares Equitable […] - 2025-07-16 02:49:03
Oregon Public Employees Retirement Fund Sells 200 Shares of Lakeland Financial Corporation (NASDAQ:LKFN): Oregon Public Employees Retirement Fund decreased its stake in Lakeland Financial Corporation (NASDAQ:LKFN – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,838 shares of the financial services provider’s stock after selling 200 shares during […] - 2025-07-09 05:34:55
Lakeland Financial Corporation (NASDAQ:LKFN) Shares Acquired by Illinois Municipal Retirement Fund: Illinois Municipal Retirement Fund raised its position in shares of Lakeland Financial Corporation (NASDAQ:LKFN – Free Report) by 3.2% in the first quarter, HoldingsChannel reports. The firm owned 13,915 shares of the financial services provider’s stock after acquiring an additional 432 shares during the period. Illinois Municipal Retirement Fund’s holdings in Lakeland Financial were worth […] - 2025-07-03 05:12:55
SG Americas Securities LLC Makes New Investment in Lakeland Financial Corporation (NASDAQ:LKFN): SG Americas Securities LLC purchased a new position in Lakeland Financial Corporation (NASDAQ:LKFN – Free Report) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 5,512 shares of the financial services provider’s stock, valued at approximately $328,000. Several other large investors also recently modified their holdings of the business. WINTON GROUP Ltd increased […] - 2025-06-26 04:28:54
GAMMA Investing LLC Has $3.83 Million Stock Holdings in Lakeland Financial Co. (NASDAQ:LKFN): GAMMA Investing LLC lifted its holdings in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 9,426.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 64,492 shares of the financial services provider’s stock after purchasing an additional 63,815 shares […] - 2025-06-12 04:40:55
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Position in Lakeland Financial Co. (NASDAQ:LKFN): UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its holdings in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 14.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 38,909 shares of the financial services provider’s stock after selling 6,815 shares during the period. UBS AM a […] - 2025-06-06 05:24:56
Squarepoint Ops LLC Reduces Holdings in Lakeland Financial Co. (NASDAQ:LKFN): Squarepoint Ops LLC trimmed its holdings in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 34.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,627 shares of the financial services provider’s stock after selling 7,858 shares during […] - 2025-06-01 05:31:12
Tuesday 5/27 Insider Buying Report: LKFN, LUCD: As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Thursday, Lakeland Financial's Director, Melinda Jo Truex, made a $499,454 purch - 2025-05-27 14:38:31
Cetera Investment Advisers Sells 420 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Cetera Investment Advisers lowered its holdings in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,001 shares of the financial services provider’s stock after selling 420 shares during the quarter. Cetera […] - 2025-05-22 04:58:54
Ameriprise Financial Inc. Sells 4,803 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Ameriprise Financial Inc. reduced its stake in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 344,088 shares of the financial services provider’s stock after selling 4,803 […] - 2025-05-15 05:20:53
Lakeland Financial (NASDAQ:LKFN) Upgraded to “Outperform” at Hovde Group: Hovde Group upgraded shares of Lakeland Financial (NASDAQ:LKFN – Free Report) from a market perform rating to an outperform rating in a research report released on Tuesday morning, MarketBeat reports. They currently have $72.00 target price on the financial services provider’s stock. Separately, Keefe, Bruyette & Woods cut their price objective on shares of Lakeland […] - 2025-05-09 04:35:06
Barclays PLC Buys 1,020 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Barclays PLC boosted its stake in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51,980 shares of the financial services provider’s stock after purchasing an additional 1,020 shares during the quarter. […] - 2025-04-29 05:44:47
Lakeland Financial (NASDAQ:LKFN) Reaches New 1-Year Low After Earnings Miss: Lakeland Financial Co. (NASDAQ:LKFN – Get Free Report)’s stock price reached a new 52-week low on Saturday following a weaker than expected earnings announcement. The stock traded as low as $50.00 and last traded at $53.50, with a volume of 465717 shares traded. The stock had previously closed at $54.59. The financial services provider reported […] - 2025-04-28 02:41:03
Sterling Capital Management LLC Raises Stock Position in Lakeland Financial Co. (NASDAQ:LKFN): Sterling Capital Management LLC grew its holdings in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 809.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 737 shares of the financial services provider’s stock after acquiring an additional 656 shares during the […] - 2025-04-24 05:56:53
Bank of Montreal Can Buys 306 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Bank of Montreal Can increased its holdings in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 6.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,954 shares of the financial services provider’s stock after buying an additional 306 shares during the quarter. Bank of Montreal Can’s holdings in Lakeland Financial were […] - 2025-04-24 04:54:48
Legal & General Group Plc Sells 2,142 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Legal & General Group Plc lowered its stake in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 2.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 70,760 shares of the financial services provider’s stock after selling 2,142 shares during the quarter. […] - 2025-04-22 05:39:10
Lakeland Financial Co. (NASDAQ:LKFN) Shares Sold by Envestnet Asset Management Inc.: Envestnet Asset Management Inc. trimmed its position in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 178,368 shares of the financial services provider’s stock after selling 21,480 shares during the […] - 2025-04-18 04:40:56
Geode Capital Management LLC Sells 2,519 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Geode Capital Management LLC cut its position in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 0.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 602,488 shares of the financial services provider’s stock after selling 2,519 shares during the period. Geode Capital Management LLC’s holdings in Lakeland Financial were worth $41,437,000 as of its […] - 2025-04-16 05:11:07
JPMorgan Chase & Co. Grows Position in Lakeland Financial Co. (NASDAQ:LKFN): JPMorgan Chase & Co. increased its position in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 132.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 134,495 shares of the financial services provider’s stock after buying an additional 76,562 […] - 2025-04-16 04:28:58
Lakeland Financial Co. (NASDAQ:LKFN) Stock Holdings Raised by Vanguard Group Inc.: Vanguard Group Inc. grew its stake in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 5.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,940,356 shares of the financial services provider’s stock after purchasing an additional 100,001 shares during the period. Vanguard Group Inc. owned approximately 0.08% of Lakeland Financial worth $133,419,000 as of […] - 2025-04-08 04:41:05
Lakeland Financial (NASDAQ:LKFN) Earns Market Perform Rating from Analysts at Hovde Group: Hovde Group initiated coverage on shares of Lakeland Financial (NASDAQ:LKFN – Free Report) in a research note published on Friday, MarketBeat.com reports. The brokerage issued a market perform rating and a $66.00 price target on the financial services provider’s stock. Separately, Keefe, Bruyette & Woods restated a “market perform” rating and issued a $74.00 price […] - 2025-03-24 04:34:45
Bank of New York Mellon Corp Buys 3,056 Shares of Lakeland Financial Co. (NASDAQ:LKFN): Bank of New York Mellon Corp grew its position in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The fund owned 210,433 shares of the financial services provider’s stock after purchasing an additional 3,056 shares during the period. Bank of New York Mellon Corp’s holdings […] - 2025-03-13 05:11:01
Mirae Asset Global Investments Co. Ltd. Increases Position in Lakeland Financial Co. (NASDAQ:LKFN): Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 18.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,461 shares of the financial services provider’s stock after purchasing an additional 2,910 […] - 2025-02-12 06:40:49
KBC Group NV Raises Holdings in Lakeland Financial Co. (NASDAQ:LKFN): KBC Group NV increased its position in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 62.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,672 shares of the financial services provider’s stock after acquiring an additional 642 shares during the quarter. KBC Group NV’s […] - 2025-02-08 07:16:53

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