NFJ INVESTMENT GROUP, LLC

Position in LKFN — Lakeland Financial Corp

CIK 1862664 DALLAS, TX

Position in LKFN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,365,144

-$11,641,307 QoQ

Shares Held

232,747

-48.6% QoQ

Ownership

0.936%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#21

of 256 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Financial Services · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $365,319,801 across 24 Banks - Regional names. LKFN ranks #10 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	329,404	$47,025,714
2	PNFP	Pinnacle Financial Partners, Inc.	417,482	$42,115,583
3	GBCI	Glacier Bancorp, Inc.	777,998	$40,129,136
4	BOH	Bank Of Hawaii Corp	487,887	$39,757,911
5	INDB	Independent Bank Corp	421,384	$35,278,267
6	ONB	Old National Bancorp /In/	1,193,779	$30,918,875
7	TFC	Truist Financial Corp	467,061	$23,268,978
8	PNC	Pnc Financial Services Group, Inc.	89,957	$22,149,211

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,365,144	232,747	-48.6%	Shares	Other	2026-08-11
2026-03-31	$26,006,451	453,232	+0.9%	Shares	Other	2026-05-13
2025-12-31	$25,633,748	449,242	-5.4%	Shares	Other	2026-02-13
2025-09-30	$30,500,841	475,091	+67.5%	Shares	Other	2025-11-14
2025-06-30	$17,432,749	283,690	+87.0%	Shares	Other	2025-08-14
2025-03-31	$9,019,543	151,742	-0.3%	Shares	Other	2025-05-15
2024-12-31	$10,462,933	152,166	-5.9%	Shares	Other	2025-02-13
2024-09-30	$10,526,712	161,651	-6.5%	Shares	Sole	2024-11-14
2024-06-30	$10,636,253	172,891	-4.3%	Shares	Sole	2024-08-14
2024-03-31	$11,980,044	180,640	-11.8%	Shares	Sole	2024-05-15
2023-12-31	$13,343,333	204,778	-17.0%	Shares	Sole	2024-02-15
2023-09-30	$11,706,198	246,654	-5.4%	Shares	Other	2023-11-08
2023-06-30	$12,649,503	260,707	—	Shares	Other	2023-08-14
No filing history on record for this holder in this stock.