Lakeland Financial Corporation
US ˙ NasdaqGS ˙ US5116561003

SecurityLKFN / Lakeland Financial Corporation
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership303,942 shares
Latest Disclosed Value $ 17,440,192
Boston Trust Walden Corp reports 11.73% decrease in ownership of LKFN / Lakeland Financial Corporation

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 303,942 shares of Lakeland Financial Corporation (US:LKFN) valued at $17,440,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 344,319 shares of Lakeland Financial Corporation. This represents a change in shares of -11.73% during the quarter. The current value of the position is $17,753,252 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)
2026-04-24 2026-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 303,942 -40,377 -11.73 17,440 -11.23 0.0858
2026-01-28 2025-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 344,319 -29,012 -7.77 19,647 -18.03 0.0889
2025-10-17 2025-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 373,331 373,331 23,968 0.1758
2024-10-24 2024-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 0 -337,721 -100.00 0 -100.00
2024-07-19 2024-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 337,721 -193 -0.06 20,777 -7.29 0.1541
2024-04-22 2024-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 337,914 -1,672 -0.49 22,410 1.28 0.1599
2024-01-24 2023-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 339,586 16,823 5.21 22,127 44.45 0.1669
2023-10-18 2023-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 322,763 7,056 2.23 15,318 0.00 0.1284
2023-07-24 2023-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 315,707 9,474 3.09 15,318 -20.14 0.1256
2023-04-19 2023-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 306,233 8,592 2.89 19,182 -11.68 0.1656
2023-01-20 2022-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 297,641 -86,006 -22.42 21,719 -22.25 0.1910
2022-10-19 2022-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 383,647 11,168 3.00 27,933 12.91 0.2767
2022-07-22 2022-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 372,479 3,021 0.82 24,740 -8.27 0.2338
2022-04-20 2022-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 369,458 7,777 2.15 26,971 -6.95 0.2228
2022-01-21 2021-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 361,681 -753 -0.21 28,985 12.26 0.2327
2021-10-25 2021-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 362,434 6,695 1.88 25,820 17.75 0.2286
2021-07-22 2021-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 355,739 -11,820 -3.22 21,927 -13.78 0.1949
2021-04-21 2021-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 367,559 -3,644 -0.98 25,432 27.87 0.2463
2021-01-15 2020-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 371,203 -71,110 -16.08 19,889 9.14 0.2122
2020-10-14 2020-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 442,313 19,330 4.57 18,223 -7.53 0.2270
2020-07-23 2020-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 422,983 36,265 9.38 19,707 38.66 0.2661
2020-04-24 2020-03-31 13F/A-1 LAKELAND FINANCIAL COMMON STOCK 511656100 386,718 10,563 2.81 14,212 -22.78 0.2265
2020-04-21 2020-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 462,801 86,646 17,008 150,815.0914
2020-01-10 2019-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 376,155 6,719 1.82 18,405 13.28 0.2142
2019-10-21 2019-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 369,436 4,404 1.21 16,247 -4.96 0.2042
2019-07-25 2019-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 365,032 -7,222 -1.94 17,095 1.55 0.2225
2019-04-16 2019-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 372,254 73,891 24.77 16,834 40.49 0.2292
2019-01-17 2018-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 298,363 70,769 31.09 11,982 13.27 0.1906
2018-10-23 2018-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 227,594 -12,488 -5.20 10,578 -8.57 0.1457
2018-07-25 2018-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 240,082 -5,510 -2.24 11,569 1.89 0.1698
2018-04-13 2018-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 245,592 -17,330 -6.59 11,354 -10.94 0.1723
2018-01-29 2017-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 262,922 -6,943 -2.57 12,749 -3.03 0.1869
2017-10-13 2017-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 269,865 -3,600 -1.32 13,148 4.79 0.2047
2017-07-19 2017-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 273,465 -38,229 -12.26 12,547 -6.64 0.2016
2017-04-24 2017-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 311,694 -28,182 -8.29 13,440 -16.51 0.2094
2017-02-07 2016-12-31 13F/A-1 LAKELAND FINANCIAL COMMON STOCK 511656100 339,876 -13,974 -3.95 16,097 28.44 0.2538
2017-02-01 2016-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 339,876 16,097
2016-10-17 2016-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 353,850 117,636 49.80 12,533 12.87 0.2066
2016-08-09 2016-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 236,214 -1,231 -0.52 11,104 2.15 0.1897
2016-04-19 2016-03-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 237,445 94,503 66.11 10,870 63.12 0.1893
2016-01-21 2015-12-31 13F LAKELAND FINANCIAL COMMON STOCK 511656100 142,942 -52,500 -26.86 6,664 -24.48 0.1236
2015-10-29 2015-09-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 195,442 28,437 17.03 8,824 21.83 0.1474
2015-07-17 2015-06-30 13F LAKELAND FINANCIAL COMMON STOCK 511656100 167,005 167,005 7,243 0.1104
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.