Forvis Mazars Wealth Advisors, LLC
Position in LKFN — Lakeland Financial Corp
CIK 1352864
Springfield, MO
Position in LKFN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$672,608
+$1,697 QoQ
Shares Held
11,722
-0.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Forvis Mazars Wealth Advisors, LLC holds $7,366,778 across 14 Banks - Regional names. LKFN ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $872,277 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,608 | $750,788 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,817 | $679,796 | |
| 4 | LKFN |
Lakeland Financial Corp
This page
|
11,722 | $672,608 | |
| 5 | QCRH |
Qcr Holdings Inc
|
7,672 | $655,572 | |
| 6 | USB |
US Bancorp De
|
11,361 | $590,885 | |
| 7 | TFC |
Truist Financial Corp
|
11,807 | $542,767 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,543 | $536,287 |
All Filings in LKFN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,608 | 11,722 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $670,911 | 11,758 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $754,863 | 11,758 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $726,461 | 11,822 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $702,699 | 11,822 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,735,845 | 68,875 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,468,534 | 68,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $727,289 | 11,822 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $784,035 | 11,822 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $770,321 | 11,822 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $561,072 | 11,822 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,263,309 | 67,257 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,979,644 | 63,532 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,620,314 | 63,318 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,620,158 | 63,455 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,203,057 | 63,280 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,606,373 | 63,101 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,044,332 | 62,944 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,473,515 | 62,795 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,861,129 | 62,640 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,322,506 | 62,473 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,338,034 | 62,300 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,107,915 | 51,163 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,374,226 | 50,960 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,869,435 | 50,869 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||