Lakeland Financial Corporation
US ˙ NasdaqGS ˙ US5116561003

SecurityLKFN / Lakeland Financial Corporation
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership26,917 shares
Latest Disclosed Value $ 1,535,884
Alliancebernstein L.p. ownership in LKFN / Lakeland Financial Corporation

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 26,917 shares of Lakeland Financial Corporation (US:LKFN) valued at $1,544,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,917 shares of Lakeland Financial Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,614,751 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,536 0.00 0.0005
2026-02-17 2025-12-31 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,536 -11.17 0.0005
2025-11-14 2025-09-30 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,728 4.47 0.0005
2025-08-14 2025-06-30 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,654 3.44 0.0005
2025-05-15 2025-03-31 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,600 -13.57 0.0006
2025-02-12 2024-12-31 13F LAKELAND FINL COM 511656100 26,917 0 0.00 1,851 5.59 0.0006
2024-11-14 2024-09-30 13F LAKELAND FINL COM 511656100 26,917 -1,500 -5.28 1,753 0.23 0.0006
2024-08-14 2024-06-30 13F LAKELAND FINL COM 511656100 28,417 0 0.00 1,748 -7.22 0.0006
2024-05-14 2024-03-31 13F LAKELAND FINL COM 511656100 28,417 -2,313 -7.53 1,885 -5.89 0.0007
2024-02-14 2023-12-31 13F LAKELAND FINL COM 511656100 30,730 1,100 3.71 2,002 42.39 0.0008
2023-11-14 2023-09-30 13F LAKELAND FINL COM 511656100 29,630 -1,942 -6.15 1,406 -8.16 0.0006
2023-08-15 2023-06-30 13F LAKELAND FINL COM 511656100 31,572 102 0.32 1,532 -22.32 0.0006
2023-05-15 2023-03-31 13F LAKELAND FINL COM 511656100 31,470 -3,742 -10.63 1,971 -23.28 0.0008
2023-02-15 2022-12-31 13F LAKELAND FINL COM 511656100 35,212 1,022 2.99 2,569 3.21 0.0012
2022-11-15 2022-09-30 13F LAKELAND FINL COM 511656100 34,190 35 0.10 2,489 9.70 0.0012
2022-08-15 2022-06-30 13F LAKELAND FINL COM 511656100 34,155 441 1.31 2,269 -7.80 0.0010
2022-05-13 2022-03-31 13F LAKELAND FINL COM 511656100 33,714 1,976 6.23 2,461 -3.22 0.0009
2022-02-14 2021-12-31 13F LAKELAND FINL COM 511656100 31,738 61 0.19 2,543 12.67 0.0009
2021-11-10 2021-09-30 13F LAKELAND FINL COM 511656100 31,677 4,260 15.54 2,257 33.55 0.0009
2021-07-30 2021-06-30 13F LAKELAND FINL COM 511656100 27,417 0 0.00 1,690 -10.91 0.0007
2021-05-06 2021-03-31 13F LAKELAND FINL COM 511656100 27,417 -5,400 -16.45 1,897 7.91 0.0008
2021-02-08 2020-12-31 13F LAKELAND FINL COM 511656100 32,817 0 0.00 1,758 30.03 0.0008
2020-11-12 2020-09-30 13F LAKELAND FINL COM 511656100 32,817 0 0.00 1,352 -11.58 0.0007
2020-08-13 2020-06-30 13F LAKELAND FINL COM 511656100 32,817 0 0.00 1,529 26.78 0.0009
2020-05-14 2020-03-31 13F LAKELAND FINL COM 511656100 32,817 -500 -1.50 1,206 -26.01 0.0009
2020-02-18 2019-12-31 13F LAKELAND FINL COM 511656100 33,317 0 0.00 1,630 11.26 0.0009
2019-11-14 2019-09-30 13F LAKELAND FINL COM 511656100 33,317 -700 -2.06 1,465 -8.04 0.0009
2019-08-14 2019-06-30 13F LAKELAND FINL COM 511656100 34,017 700 2.10 1,593 5.71 0.0010
2019-05-14 2019-03-31 13F LAKELAND FINL COM 511656100 33,317 0 0.00 1,507 12.63 0.0010
2019-02-13 2018-12-31 13F LAKELAND FINL COM 511656100 33,317 0 0.00 1,338 -13.62 0.0010
2018-11-08 2018-09-30 13F LAKELAND FINL COM 511656100 33,317 -1,100 -3.20 1,549 -6.63 0.0010
2018-08-13 2018-06-30 13F LAKELAND FINL COM 511656100 34,417 0 0.00 1,659 4.27 0.0012
2018-05-14 2018-03-31 13F LAKELAND FINL COM 511656100 34,417 300 0.88 1,591 -3.81 0.0012
2018-02-13 2017-12-31 13F LAKELAND FINL COM 511656100 34,117 -700 -2.01 1,654 -2.48 0.0012
2017-11-13 2017-09-30 13F LAKELAND FINL COM 511656100 34,817 0 0.00 1,696 6.20 0.0013
2017-08-10 2017-06-30 13F LAKELAND FINL COM 511656100 34,817 -3,400 -8.90 1,597 -3.09 0.0012
2017-05-11 2017-03-31 13F LAKELAND FINL COM 511656100 38,217 450 1.19 1,648 -7.88 0.0013
2017-02-13 2016-12-31 13F LAKELAND FINL COM 511656100 37,767 -1,900 -4.79 1,789 27.33 0.0015
2016-11-10 2016-09-30 13F LAKELAND FINL COM 511656100 39,667 12,822 47.76 1,405 11.33 0.0012
2016-08-11 2016-06-30 13F LAKELAND FINL COM 511656100 26,845 500 1.90 1,262 4.64 0.0011
2016-05-13 2016-03-31 13F LAKELAND FINL COM 511656100 26,345 -200 -0.75 1,206 -2.58 0.0010
2016-02-16 2015-12-31 13F/A-1 LAKELAND FINL COM 511656100 26,545 187 0.71 1,238 4.03 0.0011
2016-02-12 2015-12-31 13F LAKELAND FINL COM 511656100 26,545 1,199
2015-11-13 2015-09-30 13F LAKELAND FINL COM 511656100 26,358 13 0.05 1,190 4.11 0.0010
2015-08-14 2015-06-30 13F LAKELAND FINL COM 511656100 26,345 0 0.00 1,143 6.92 0.0009
2015-05-13 2015-03-31 13F LAKELAND FINANCIAL COM 511656100 26,345 0 0.00 1,069 -6.64 0.0009
2015-02-13 2014-12-31 13F LAKELAND FINANCIAL COM 511656100 26,345 0 0.00 1,145 15.89 0.0010
2014-11-13 2014-09-30 13F LAKELAND FINANCIAL COM 511656100 26,345 0 0.00 988 -1.69 0.0008
2014-08-13 2014-06-30 13F LAKELAND FINANCIAL COM 511656100 26,345 -29 -0.11 1,005 -5.28 0.0008
2014-05-13 2014-03-31 13F LAKELAND FINANCIAL COM 511656100 26,374 0 0.00 1,061 3.11 0.0009
2014-02-13 2013-12-31 13F LAKELAND FINANCIAL COM 511656100 26,374 0 0.00 1,029 19.51 0.0009
2013-11-14 2013-09-30 13F LAKELAND FINANCIAL COM 511656100 26,374 29 0.11 861 17.78 0.0009
2013-08-13 2013-06-30 13F LAKELAND FINANCIAL COM 511656100 26,345 26,345 731 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.