Copeland Capital Management, LLC
Position in LKFN — Lakeland Financial Corp
CIK 1541743
Conshohocken, PA
Position in LKFN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$34,793,166
-$337,534 QoQ
Shares Held
606,364
-1.5% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $217,207,976 across 15 Banks - Regional names. LKFN ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,561,767 | $68,988,384 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
753,526 | $54,879,296 | |
| 3 | LKFN |
Lakeland Financial Corp
This page
|
606,364 | $34,793,166 | |
| 4 | ESQ |
Esquire Financial Holdings, Inc.
|
304,647 | $32,749,552 | |
| 5 | PB |
Prosperity Bancshares Inc
|
360,290 | $24,204,280 | |
| 6 | BPOP |
Popular, Inc.
|
6,701 | $899,073 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,065 | $220,459 | |
| 8 | PFBC |
Preferred Bank
|
895 | $81,167 |
All Filings in LKFN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,793,166 | 606,364 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,130,700 | 615,680 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $41,841,643 | 651,739 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $42,345,870 | 689,111 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $44,022,571 | 740,622 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $52,545,429 | 764,186 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $48,575,547 | 745,939 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $45,808,776 | 744,616 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $49,100,210 | 740,353 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $47,499,945 | 728,974 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $34,958,324 | 736,585 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $26,752,375 | 551,368 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $34,293,144 | 547,464 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $40,854,589 | 559,882 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $37,896,658 | 520,487 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $34,058,382 | 512,773 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,617,922 | 515,314 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $40,546,272 | 505,943 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $35,041,317 | 491,877 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $29,623,197 | 480,584 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $32,635,331 | 471,677 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $25,163,632 | 469,646 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $20,840,937 | 505,848 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $19,663,402 | 422,052 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $16,128,546 | 438,872 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||