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Lakeland Financial Corporation shares owned by Kfg Wealth Management

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Kfg Wealth Management from 13F filings

Historical chart of Kfg Wealth Management investment in Lakeland Financial Corporation

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All positions including Lakeland Financial Corporation held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $997k 15k 66.32
2023-12-31 $1.1M 18k 65.16
2023-09-30 $1.1M 23k 47.46
2023-06-30 $1.1M 23k 48.52
2023-03-31 $765k 13k 58.49
2022-12-31 $955k 13k 72.97

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding Lakeland Financial Corporation

Vanguard Group
Victory Capital Management
Neuberger Berman Group
Dimensional Fund Advisors
Copeland Capital Management
Goldman Sachs Group
Btim
Charles Schwab Investment Management
Bank of New York Mellon
Natixis Asset Management Advisors
Nfj Investment Group
Wells Fargo & Company
Monarch Capital Management
Damian Sousa
Segall Bryant & Hamill

View all funds holding Lakeland Financial Corporation