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NFJ INVESTMENT GROUP, LLC

Position in LKFN — Lakeland Financial Corp

CIK 1862664 DALLAS, TX

Position in LKFN

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$26,006,451
+$372,703 QoQ
Shares Held
453,232
+0.9% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 8% Shared 92% None 0%

Common Shares in LKFN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

NFJ INVESTMENT GROUP, LLC holds $454,404,230 across 28 Banks - Regional names. LKFN ranks #9 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LKFN

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,006,451 453,232
2025-12-31 $25,633,748 449,242
2025-09-30 $30,500,841 475,091
2025-06-30 $17,432,749 283,690
2025-03-31 $9,019,543 151,742
2024-12-31 $10,462,933 152,166
2024-09-30 $10,526,712 161,651
2024-06-30 $10,636,253 172,891
2024-03-31 $11,980,044 180,640
2023-12-31 $13,343,333 204,778
2023-09-30 $11,706,198 246,654
2023-06-30 $12,649,503 260,707