UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LKFN — Lakeland Financial Corp
CIK 861177
NEW YORK, NY
Position in LKFN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,931,883
+$180,458 QoQ
Shares Held
47,503
-0.9% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in LKFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. LKFN ranks #103 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,931,883 | 47,503 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,751,425 | 47,951 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,709,548 | 47,486 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,865,050 | 44,627 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,397,052 | 71,555 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,900,848 | 48,803 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $2,675,381 | 38,909 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,977,544 | 45,724 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,242,654 | 52,709 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,431,979 | 21,592 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,406,933 | 21,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,024,754 | 21,592 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,047,642 | 21,592 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,352,520 | 21,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,381,247 | 18,929 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,378,219 | 18,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,257,262 | 18,929 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,390,796 | 19,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,526,826 | 19,052 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,357,262 | 19,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,174,363 | 19,052 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,124,682 | 16,255 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,071,277 | 19,994 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $688,286 | 16,706 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $778,332 | 16,706 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $835,914 | 22,746 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||