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Equibles

HEARTLAND ADVISORS INC

Position in LKFN — Lakeland Financial Corp

CIK 937394 MILWAUKEE, WI
Back to LKFN Full portfolio

Position in LKFN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,434,866
+$86,379 QoQ
Shares Held
23,248
-1.1% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#72
of 256 holders
Holding Since
Sep 2023
12 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, 2026

HEARTLAND ADVISORS INC holds $234,360,845 across 18 Banks - Regional names. LKFN ranks #17 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TCBI
Texas Capital Bancshares Inc/Tx
 280,763 $28,991,587
2 ASB
Associated Banc-Corp
 835,979 $25,723,073
3 CCBG
Capital City Bank Group Inc
 500,000 $24,710,000
4 SBCF
Seacoast Banking Corp Of Florida
 646,432 $21,493,864
5 GBCI
Glacier Bancorp, Inc.
 361,699 $18,656,434
6 TCBK
Trico Bancshares /
 250,000 $13,462,500
7 CTBI
Community Trust Bancorp Inc /Ky/
 164,210 $11,882,235
8 CUBI
Customers Bancorp, Inc.
 150,000 $11,865,000

All Filings in LKFN

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,434,866 23,248
2026-03-31 $1,348,487 23,501
2025-12-31 $1,297,772 22,744
2025-09-30 $1,480,002 23,053
2025-06-30 $1,431,969 23,303
2025-03-31 $1,498,541 25,211
2024-12-31 $1,534,654 22,319
2024-09-30 $1,483,824 22,786
2024-06-30 $1,443,505 23,464
2024-03-31 $1,578,482 23,801
2023-12-31 $1,544,226 23,699
2023-09-30 $1,192,764 25,132