Position in LKFN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,296,860
-$5,298,626 QoQ
Shares Held
21,012
-81.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. LKFN ranks #87 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,860 | 21,012 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,595,486 | 114,944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,654,622 | 116,625 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,259,009 | 128,645 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,988,008 | 129,992 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,760,660 | 181,034 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,264,583 | 178,368 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,014,101 | 199,848 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,385,590 | 233,836 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,656,056 | 220,990 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,413,392 | 221,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,607,137 | 202,426 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,300,613 | 129,856 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,126,537 | 129,734 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,514,777 | 130,393 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,626,938 | 132,220 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,231,543 | 108,876 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,771,353 | 65,361 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,009,150 | 62,505 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,290,001 | 60,219 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,567,230 | 57,872 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,803,651 | 54,974 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,883,997 | 53,826 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,171,569 | 52,708 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,377,068 | 51,021 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,623,615 | 44,180 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||