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Lakeland Financial Corporation shares owned by Milestone Group

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Lakeland Financial Corporation

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All positions including Lakeland Financial Corporation held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by Milestone Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5k 38 65.18

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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