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Lakeland Financial Corporation shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 331 65.22
2024-06-30 $19k 308 61.58
2024-03-31 $21k 314 66.32

More positions owned by CBIZ Investment Advisory Services

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Vanguard Index Fds Total Stk Mkt (VTV)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding Lakeland Financial Corporation

BlackRock
BlackRock
Vanguard Group
Victory Capital Management
State Street Corporation
Neuberger Berman Group
Charles Schwab Investment Management
Silvercrest Asset Management Group
Kayne Anderson Rudnick Investment Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Northern Trust
Hanna Zanoni
Damian Sousa

View all funds holding Lakeland Financial Corporation