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Equibles

UBS Group AG

Position in LKFN — Lakeland Financial Corp

CIK 1610520 ZURICH, V8
Back to LKFN Full portfolio

Position in LKFN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,813,874
+$1,938,163 QoQ
Shares Held
126,602
+23.6% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in LKFN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. LKFN ranks #90 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DB
Deutsche Bank Aktiengesellschaft
 28,999,073 $979,008,699
2 PNC
Pnc Financial Services Group, Inc.
 2,515,431 $619,349,419
3 TFC
Truist Financial Corp
 6,545,833 $326,113,398
4 USB
US Bancorp \De\
 5,381,171 $325,022,727
5 FITB
Fifth Third Bancorp
 5,705,460 $321,616,778
6 CFG
Citizens Financial Group Inc/Ri
 4,166,727 $291,962,558
7 HBAN
Huntington Bancshares Inc /Md/
 11,958,250 $212,019,770
8 MTB
M&T Bank Corp
 868,700 $206,759,285

All Filings in LKFN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,813,874 126,602
2026-03-31 $5,875,711 102,400
2025-12-31 $2,173,129 38,085
2025-09-30 $5,123,416 79,804
2025-06-30 $3,852,853 62,699
2025-03-31 $2,513,300 42,283
2024-12-31 $2,716,294 39,504
2024-09-30 $1,394,608 21,416
2024-06-30 $1,422,034 23,115
2024-03-31 $1,794,485 27,058
2023-12-31 $1,986,987 30,494
2023-09-30 $372,797 7,855
2023-06-30 $663,413 13,673
2023-03-31 $1,141,174 18,218
2022-12-31 $504,076 6,908
2022-09-30 $747,831 10,271
2022-06-30 $23,047 347
2022-03-31 $920,822 12,614
2021-12-31 $3,750,150 46,795
2021-09-30 $5,271,545 73,997
2021-06-30 $1,349,237 21,889
2021-03-31 $1,339,379 19,358
2020-12-31 $898,107 16,762
2020-09-30 $549,319 13,333
2020-06-30 $820,496 17,611
2020-03-31 $644,043 17,525