Position in LKFN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,138,272
+$698,081 QoQ
Shares Held
293,880
-3.3% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1
of 70 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $526,478,187 across 13 Banks - Regional names. LKFN ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
2,114,015 | $122,084,365 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
732,331 | $113,159,785 | |
| 3 | IBOC |
International Bancshares Corp
|
1,306,605 | $99,236,649 | |
| 4 | EWBC |
East West Bancorp Inc
|
418,269 | $53,994,345 | |
| 5 | SRCE |
1St Source Corp
|
386,741 | $31,550,330 | |
| 6 | CATY |
Cathay General Bancorp
|
500,057 | $30,998,533 | |
| 7 | UMBF |
Umb Financial Corp
|
197,886 | $28,250,204 | |
| 8 | LKFN |
Lakeland Financial Corp
This page
|
293,880 | $18,138,272 |
All Filings in LKFN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,138,272 | 293,880 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $17,440,191 | 303,942 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $19,646,841 | 344,319 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $23,967,850 | 373,331 | Shares | Defined | 2025-10-17 | |
| 2024-06-30 | $20,776,595 | 337,721 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $22,410,455 | 337,914 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $22,127,422 | 339,586 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $15,318,331 | 322,763 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $15,318,103 | 315,707 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $19,182,434 | 306,233 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $21,718,863 | 297,641 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $27,933,337 | 383,647 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $24,740,055 | 372,479 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $26,970,434 | 369,458 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $28,985,115 | 361,681 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $25,819,797 | 362,434 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $21,927,751 | 355,739 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $25,431,407 | 367,559 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $19,889,056 | 371,203 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $18,223,295 | 442,313 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $19,706,777 | 422,983 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $14,211,886 | 386,718 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||