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Lakeland Financial Corporation shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $41k 629 65.16
2023-09-30 $6.5k 137 47.36
2023-06-30 $7.1k 145 48.65
2023-03-31 $9.4k 150 62.65
2022-12-31 $11k 151 72.85
2022-09-30 $12k 161 74.53
2022-06-30 $10k 144 69.44
2022-03-31 $8.0k 108 74.07
2021-12-31 $9.0k 109 82.57
2021-09-30 $8.0k 108 74.07
2021-06-30 $7.0k 108 64.81

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

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