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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
2025-09-30 $455k 7.1k 64.20
2025-06-30 $389k 6.3k 61.45
2025-03-31 $343k 5.8k 59.44
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
Neuberger Berman Group
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Silvercrest Asset Management Group
Victory Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Nfj Investment Group
Btim
Northern Trust
Hanna Zanoni

View all funds holding Lakeland Financial Corporation