Lakeland Financial Corporation
US ˙ NasdaqGS ˙ US5116561003

SecurityLKFN / Lakeland Financial Corporation
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership636,117 shares
Latest Disclosed Value $ 36,500,559
Silvercrest Asset Management Group Llc reports 12.25% decrease in ownership of LKFN / Lakeland Financial Corporation

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 636,117 shares of Lakeland Financial Corporation (US:LKFN) valued at $36,500,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 724,936 shares of Lakeland Financial Corporation. This represents a change in shares of -12.25% during the quarter. The current value of the position is $37,155,594 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 CORP COM COM 511656100 636,117 -88,819 -12.25 36,501 -11.76 0.2637
2026-02-17 2025-12-31 13F LAKELAND FINL COM 511656100 724,936 -135,326 -15.73 41,365 -25.10 0.2843
2025-11-14 2025-09-30 13F LAKELAND FINL CORP COM COM 511656100 860,262 -21,682 -2.46 55,229 1.91 0.3655
2025-08-14 2025-06-30 13F LAKELAND FINL COM 511656100 881,944 -60,072 -6.38 54,196 -3.21 0.3641
2025-05-15 2025-03-31 13F LAKELAND FINL COM 511656100 942,016 -14,549 -1.52 55,993 -14.87 0.4008
2025-02-14 2024-12-31 13F LAKELAND FINL COM 511656100 956,565 51,624 5.70 65,773 11.61 0.4394
2024-11-14 2024-09-30 13F LAKELAND FINL CORP COM COM 511656100 904,941 77,079 9.31 58,930 15.71 0.4010
2024-08-15 2024-06-30 13F/A-1 LAKELAND FINL CORP COM COM 511656100 827,862 75,974 10.10 50,930 2.14 0.3494
2024-08-14 2024-06-30 13F LAKELAND FINL CORP COM COM 511656100 1,655,724 903,836 101,860 0.2328
2024-05-15 2024-03-31 13F LAKELAND FINL CORP COM COM 511656100 751,888 -124,497 -14.21 49,865 -12.68 0.3374
2024-02-14 2023-12-31 13F LAKELAND FINL CORP COM COM 511656100 876,385 -1,462 -0.17 57,105 37.07 0.4039
2023-11-14 2023-09-30 13F LAKELAND FINL CORP COM COM 511656100 877,847 139,730 18.93 41,663 16.33 0.3163
2023-08-14 2023-06-30 13F LAKELAND FINL CORP COM COM 511656100 738,117 236,677 47.20 35,813 14.02 0.2555
2023-05-15 2023-03-31 13F LAKELAND FINL CORP COM COM 511656100 501,440 -15,600 -3.02 31,410 -16.75 0.2385
2023-02-14 2022-12-31 13F LAKELAND FINL CORP COM COM 511656100 517,040 -18,345 -3.43 37,728 -3.21 0.2900
2022-11-14 2022-09-30 13F LAKELAND FINL CORP COM COM 511656100 535,385 -41,059 -7.12 38,981 1.81 0.3206
2022-08-15 2022-06-30 13F LAKELAND FINL CORP COM COM 511656100 576,444 -14,379 -2.43 38,287 -11.23 0.2910
2022-05-16 2022-03-31 13F LAKELAND FINL CORP COM COM 511656100 590,823 -81,367 -12.10 43,130 -19.28 0.2801
2022-02-14 2021-12-31 13F LAKELAND FINL CORP COM COM 511656100 672,190 -25,963 -3.72 53,432 7.43 0.3385
2021-11-15 2021-09-30 13F LAKELAND FINL CORP COM COM 511656100 698,153 -352,891 -33.58 49,737 -23.23 0.3353
2021-08-16 2021-06-30 13F LAKELAND FINL CORP COM COM 511656100 1,051,044 -29,622 -2.74 64,787 -13.35 0.4249
2021-05-17 2021-03-31 13F LAKELAND FINL CORP COM COM 511656100 1,080,666 -136,334 -11.20 74,772 14.67 0.5049
2021-02-16 2020-12-31 13F LAKELAND FINL CORP COM COM 511656100 1,217,000 180,363 17.40 65,206 52.67 0.4759
2020-11-16 2020-09-30 13F LAKELAND FINL CORP COM COM 511656100 1,036,637 -18,707 -1.77 42,710 -13.14 0.3664
2020-08-14 2020-06-30 13F LAKELAND FINL CORP COM COM 511656100 1,055,344 877,445 493.23 49,169 652.05 0.4361
2020-05-15 2020-03-31 13F LAKELAND FINL CORP COM COM 511656100 177,899 177,899 6,538 0.0701
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.