LKFN — LAKELAND FINL CORP

Ownership history in MATHER GROUP, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in LAKELAND FINL CORP (LKFN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 183 — 0% 0.00% $12K $63.13
2025 Q1 REDUCED 183 -9 -4.7% 0.00% $11K $57.46
2024 Q4 INITIATED 192 — — 0.00% $13K $65.98
% of Fund (quarterly)    LKFN price (monthly, adj. close)

Other funds also holding LKFN

As of 2025 Q4 — sorted by position size

NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 2.27% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 2.27% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.15% NFJ INVESTMENT GROUP, LLC 3Y 0.92% Copeland Capital Management, LLC 3Y 7Y 0.78% Sippican Capital Advisors 3Y 7Y 0.63% Bridge City Capital, LLC 3Y 7Y 0.52% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 0.37% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.28% Uncommon Cents Investing LLC 3Y 7Y 0.21%
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