Position in LKFN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$216,020
+$15,190 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 42 holders
Holding Since
Jun 2024
8 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, 2026FIRST MERCHANTS CORP holds $31,775,514 across 8 Banks - Regional names. LKFN ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
521,994 | $22,805,917 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
39,202 | $6,057,492 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
94,895 | $1,682,488 | |
| 4 | INBK |
First Internet Bancorp
|
11,172 | $310,581 | |
| 5 | TFC |
Truist Financial Corp
|
5,500 | $274,010 | |
| 6 | KEY |
Keycorp /New/
|
9,894 | $228,056 | |
| 7 | LKFN |
Lakeland Financial Corp
This page
|
3,500 | $216,020 | |
| 8 | USB |
US Bancorp \De\
|
3,327 | $200,950 |
All Filings in LKFN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,020 | 3,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $200,830 | 3,500 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $224,700 | 3,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $215,075 | 3,500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $208,040 | 3,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $240,660 | 3,500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $227,920 | 3,500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $215,320 | 3,500 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||