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Lakeland Financial Corporation shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lakeland Financial Corporation by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $323k 5.0k 65.12
2024-06-30 $976k 16k 61.52
2024-03-31 $1.1M 16k 66.32
2023-12-31 $413k 6.3k 65.16
2023-09-30 $312k 6.6k 47.46
2022-06-30 $24k 365 65.75
2022-03-31 $27k 373 72.39
2021-12-31 $31k 389 79.69
2021-09-30 $23k 318 72.33
2021-06-30 $17k 275 61.82
2021-03-31 $19k 278 68.35

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View all positions for Captrust Financial Advisors

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