萊克蘭金融公司
US ˙ NasdaqGS ˙ US5116561003

SecurityLKFN / Lakeland Financial Corporation
InstitutionUBS Group AG
Latest Disclosed Ownership102,400 shares
Latest Disclosed Value $ 5,875,712
UBS Group AG reports 168.87% increase in ownership of LKFN / Lakeland Financial Corporation

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 102,400 shares of Lakeland Financial Corporation (US:LKFN) valued at $5,875,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 38,085 shares of Lakeland Financial Corporation. This represents a change in shares of 168.87% during the quarter. The current value of the position is $6,142,976 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)
2026-05-05 2026-03-31 13F LAKELAND FINL COM 511656100 102,400 64,315 168.87 5,876 170.36 0.0002
2026-01-29 2025-12-31 13F LAKELAND FINL COM 511656100 38,085 -41,719 -52.28 2,173 -57.58 0.0001
2025-11-13 2025-09-30 13F LAKELAND FINL COM 511656100 79,804 17,105 27.28 5,123 33.00 0.0008
2025-08-14 2025-06-30 13F LAKELAND FINL COM 511656100 62,699 20,416 48.28 3,853 53.28 0.0007
2025-05-13 2025-03-31 13F LAKELAND FINL COM 511656100 42,283 2,779 7.03 2,513 -7.47 0.0005
2025-02-14 2024-12-31 13F LAKELAND FINL COM 511656100 39,504 18,088 84.46 2,716 94.84 0.0005
2024-11-14 2024-09-30 13F LAKELAND FINL COM 511656100 21,416 -1,699 -7.35 1,395 -1.97 0.0003
2024-08-14 2024-06-30 13F LAKELAND FINL COM 511656100 23,115 -3,943 -14.57 1,422 -20.74 0.0004
2024-05-13 2024-03-31 13F LAKELAND FINL COM 511656100 27,058 -3,436 -11.27 1,794 -9.67 0.0004
2024-02-09 2023-12-31 13F LAKELAND FINL COM 511656100 30,494 22,639 288.21 1,987 433.87 0.0006
2023-11-09 2023-09-30 13F LAKELAND FINL COM 511656100 7,855 -5,818 -42.55 373 -43.89 0.0001
2023-08-11 2023-06-30 13F LAKELAND FINL COM 511656100 13,673 -4,545 -24.95 663 -41.89 0.0002
2023-05-12 2023-03-31 13F LAKELAND FINL COM 511656100 18,218 11,310 163.72 1,141 126.39 0.0004
2023-02-08 2022-12-31 13F LAKELAND FINL COM 511656100 6,908 -3,363 -32.74 504 -32.53 0.0002
2022-11-10 2022-09-30 13F LAKELAND FINL COM 511656100 10,271 9,924 2,859.94 747 3,147.83 0.0003
2022-08-10 2022-06-30 13F LAKELAND FINL COM 511656100 347 -12,267 -97.25 23 -97.50 0.0000
2022-05-16 2022-03-31 13F LAKELAND FINL COM 511656100 12,614 -34,181 -73.04 921 -75.43 0.0003
2022-02-14 2021-12-31 13F LAKELAND FINL COM 511656100 46,795 -27,202 -36.76 3,749 -28.87 0.0011
2021-11-15 2021-09-30 13F LAKELAND FINL COM 511656100 73,997 52,108 238.06 5,271 290.44 0.0017
2021-08-13 2021-06-30 13F LAKELAND FINL COM 511656100 21,889 2,531 13.07 1,350 0.82 0.0004
2021-05-12 2021-03-31 13F LAKELAND FINL COM 511656100 19,358 2,596 15.49 1,339 49.11 0.0004
2021-02-11 2020-12-31 13F LAKELAND FINL COM 511656100 16,762 3,429 25.72 898 63.27 0.0003
2020-11-12 2020-09-30 13F LAKELAND FINL COM 511656100 13,333 -4,278 -24.29 550 -32.93 0.0002
2020-07-31 2020-06-30 13F LAKELAND FINL COM 511656100 17,611 86 0.49 820 27.13 0.0003
2020-05-01 2020-03-31 13F LAKELAND FINL COM 511656100 17,525 -15,917 -47.60 645 -60.60 0.0003
2020-02-14 2019-12-31 13F LAKELAND FINL COM 511656100 33,442 12,023 56.13 1,637 73.78 0.0006
2019-11-14 2019-09-30 13F LAKELAND FINL COM 511656100 21,419 10,407 94.51 942 82.56 0.0004
2019-08-14 2019-06-30 13F LAKELAND FINL COM 511656100 11,012 8,412 323.54 516 337.29 0.0002
2019-05-14 2019-03-31 13F LAKELAND FINL COM 511656100 2,600 -9,565 -78.63 118 -75.82 0.0000
2019-02-14 2018-12-31 13F LAKELAND FINL COM 511656100 12,165 2,485 25.67 488 8.44 0.0002
2018-11-14 2018-09-30 13F LAKELAND FINL COM 511656100 9,680 3,950 68.94 450 63.04 0.0002
2018-08-14 2018-06-30 13F LAKELAND FINL COM 511656100 5,730 2,348 69.43 276 75.80 0.0001
2018-05-15 2018-03-31 13F LAKELAND FINL COM 511656100 3,382 -490 -12.65 157 -16.49 0.0001
2018-02-14 2017-12-31 13F LAKELAND FINL COM 511656100 3,872 -1,058 -21.46 188 -21.67 0.0001
2017-11-14 2017-09-30 13F LAKELAND FINL COM 511656100 4,930 4,277 654.98 240 700.00 0.0001
2017-11-14 2017-06-30 13F/A-1 LAKELAND FINL COM 511656100 653 -176 -21.23 30 -16.67 0.0000
2017-08-14 2017-06-30 13F LAKELAND FINL COM 511656100 653 -176 30
2017-11-14 2017-03-31 13F/A-1 LAKELAND FINL COM 511656100 829 -3,923 -82.55 36 -84.07 0.0000
2017-05-12 2017-03-31 13F LAKELAND FINL COM 511656100 829 -3,923 36
2017-02-14 2016-12-31 13F LAKELAND FINL COM 511656100 4,752 4,724 16,871.43 226 22,500.00 0.0001
2016-11-14 2016-09-30 13F LAKELAND FINL COM 511656100 28 -450 -94.14 1 -95.45 0.0000
2016-08-12 2016-06-30 13F LAKELAND FINL COM 511656100 478 386 419.57 22 450.00 0.0000
2016-05-12 2016-03-31 13F LAKELAND FINL COM 511656100 92 -444 -82.84 4 -84.00 0.0000
2016-02-16 2015-12-31 13F LAKELAND FINL COM 511656100 536 -7,068 -92.95 25 -92.71 0.0000
2015-11-13 2015-09-30 13F LAKELAND FINL COM 511656100 7,604 7,515 8,443.82 343 8,475.00 0.0002
2015-08-14 2015-06-30 13F LAKELAND FINL COM 511656100 89 -1,472 -94.30 4 -93.75 0.0000
2015-05-14 2015-03-31 13F LAKELAND FINL COM 511656100 1,561 626 66.95 64 56.10 0.0000
2015-02-17 2014-12-31 13F LAKELAND FINL COM 511656100 935 935 41 0.0000
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.