Position in LKFN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,895,482
-$1,844,259 QoQ
Shares Held
30,711
-52.9% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#60
of 255 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $6,768,925 across 15 Banks - Regional names. LKFN ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LKFN |
Lakeland Financial Corp
This page
|
30,711 | $1,895,482 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,628 | $893,286 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,057 | $494,483 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
51,490 | $493,274 | |
| 5 | NWG |
NatWest Group plc
|
25,092 | $442,371 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
19,035 | $337,490 | |
| 7 | VLY |
Valley National Bancorp
|
22,875 | $335,118 | |
| 8 | USB |
US Bancorp De
|
4,908 | $296,443 |
All Filings in LKFN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,482 | 30,711 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,739,741 | 65,175 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,101,942 | 19,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,272,058 | 19,814 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,216,464 | 19,796 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,167,877 | 19,648 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,858,376 | 27,027 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,779,208 | 27,322 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,792,938 | 29,144 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,879,973 | 28,347 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,119,589 | 32,529 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,543,826 | 32,529 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $5,841,806 | 93,260 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $368,790 | 5,054 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $377,010 | 5,178 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $343,922 | 5,178 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $377,994 | 5,178 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $414,964 | 5,178 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $390,537 | 5,482 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $337,910 | 5,482 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $586,662 | 8,479 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $218,338 | 4,075 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $305,863 | 6,565 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||