Position in LKFN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,641,466
+$732,246 QoQ
Shares Held
156,213
+0.6% QoQ
Ownership
0.628%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#29
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, 2026Aptus Capital Advisors, LLC holds $171,165,793 across 34 Banks - Regional names. LKFN ranks #10 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
127,106 | $31,296,039 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
238,081 | $15,684,776 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
447,558 | $14,881,303 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
190,763 | $14,587,646 | |
| 5 | WTFC |
Wintrust Financial Corp
|
88,690 | $14,254,256 | |
| 6 | GABC |
German American Bancorp, Inc.
|
274,011 | $13,004,562 | |
| 7 | CASH |
Pathward Financial, Inc.
|
145,145 | $12,636,323 | |
| 8 | HOMB |
Home Bancshares Inc
|
386,554 | $11,036,116 |
All Filings in LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,641,466 | 156,213 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,909,220 | 155,267 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,770,521 | 153,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,825,039 | 153,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,163,325 | 132,845 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,187,782 | 120,925 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,375,403 | 107,263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,911,220 | 75,418 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,012,580 | 65,224 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,465,153 | 52,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,043,819 | 46,713 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,242,864 | 47,258 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,759,380 | 56,871 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,260,662 | 52,054 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,353,263 | 45,954 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,989,287 | 41,056 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,569,524 | 38,686 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,720,272 | 37,264 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,796,405 | 34,894 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,013,099 | 28,258 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,111,293 | 34,252 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,578,846 | 22,819 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $986,032 | 18,403 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $636,910 | 15,459 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $609,024 | 13,072 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $474,810 | 12,920 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||