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Lakeland Financial Corporation shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Lakeland Financial Corporation

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

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Quarterly reported holdings in Lakeland Financial Corporation by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $402k 5.8k 68.76
2024-09-30 $412k 6.3k 65.12
2024-06-30 $349k 5.7k 61.52
2024-03-31 $358k 5.4k 66.32
2023-12-31 $383k 5.9k 65.16
2023-09-30 $308k 6.5k 47.46

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Top funds holding Lakeland Financial Corporation

BlackRock
Vanguard Group
State Street Corporation
Victory Capital Management
Neuberger Berman Group
Silvercrest Asset Management Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Neumeier Poma Investment Counsel
Northern Trust
Goldman Sachs Group
Ameriprise Financial

View all funds holding Lakeland Financial Corporation