Pathway Financial Advisers, LLC

Position in LKFN — Lakeland Financial Corp

CIK 2024152 AUBURN, IN

Position in LKFN

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$532,256

+$2,968 QoQ

Shares Held

9,276

0.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathway Financial Advisers, LLC holds $6,641,979 across 6 Banks - Regional names. LKFN ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	42,927	$1,973,354
2	USB	US Bancorp De	29,313	$1,524,569
3	PEBO	Peoples Bancorp Inc	36,540	$1,201,069
4	CFR	Cullen/Frost Bankers, Inc.	8,604	$1,179,436
5	LKFN	Lakeland Financial Corp This page	9,276	$532,256
6	FRME	First Merchants Corp	5,972	$231,295

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$532,256	9,276	0.0%	Shares	Sole	2026-04-23
2025-12-31	$529,288	9,276	0.0%	Shares	Sole	2026-02-06
2025-09-30	$595,519	9,276	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$576,155	9,376	0.0%	Shares	Sole	2025-08-21
2025-03-31	$557,309	9,376	-6.5%	Shares	Sole	2025-05-09
2024-12-31	$689,525	10,028	+0.0%	Shares	Sole	2025-01-30
2024-09-30	$652,697	10,023	+0.0%	Shares	Sole	2024-10-25
2024-06-30	$616,368	10,019	+0.1%	Shares	Sole	2024-08-20
2024-03-31	$664,062	10,013	+0.0%	Shares	Sole	2024-05-29
2023-12-31	$652,121	10,008	+0.0%	Shares	Sole	2024-07-19
2023-09-30	$474,741	10,003	+3.0%	Shares	Sole	2024-07-19
2023-03-31	$608,484	9,714	+0.0%	Shares	Sole	2024-07-19
2022-12-31	$708,683	9,712	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.