Position in LKFN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,031,620
+$1,113,243 QoQ
Shares Held
292,152
-0.9% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. LKFN ranks #37 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,031,620 | 292,152 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,918,377 | 294,848 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,991,954 | 297,791 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,715,026 | 275,935 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,027,290 | 325,912 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,548,863 | 328,884 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,659,489 | 344,088 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,719,780 | 348,891 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,999,242 | 357,595 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,362,650 | 367,350 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,061,110 | 369,262 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,059,157 | 422,654 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,892,224 | 430,590 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,387,539 | 485,114 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $26,544,951 | 363,779 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,955,469 | 493,826 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,071,567 | 693,640 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $74,749,737 | 1,023,969 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $87,111,698 | 1,086,994 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,837,945 | 910,134 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,443,633 | 834,582 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $58,132,053 | 840,180 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,770,343 | 742,261 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,990,001 | 679,369 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,123,151 | 303,137 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,084,399 | 383,249 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||