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Cliff Asness’s LKFN Holdings & Trades

First Buy
Q4 2012
Duration Held
54 Quarters
Largest Add
Q2 2025
+63,313 Shares
Current Position
59,214 Shares
$3.4 M Value

Cliff Asness's LKFN Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 59,214 shares of Lakeland Financial Corporation (LKFN) worth $3.4 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in LKFN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 63,313 shares. Largest reduction occurred in Q4 2025, reducing 37,977 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Lakeland Financial Corporation (LKFN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lakeland Financial Corporation (LKFN) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -21,410 Reduce 26.56% 59,214 $57.38
Q4 2025 -37,977 Reduce 32.02% 80,624 $57.06
Q3 2025 +22,861 Add 23.88% 118,601 $64.20
Q2 2025 +63,313 Add 195.25% 95,740 $61.45
Q1 2025 +15,404 Add 90.49% 32,427 $59.44
Q4 2024 +12,016 Add 239.98% 17,023 $68.76
Q3 2024 +358 Add 7.70% 5,007 $65.11
Q2 2024 -285 Reduce 5.78% 4,649 $61.52
Q1 2024 -6,976 Reduce 58.57% 4,934 $66.32
Q4 2023 +3,388 Add 39.76% 11,910 $65.16
Q3 2023 +8,522 New Buy 8,522 $47.46
Q2 2023 -3,732 Sold Out 0 $0.00
Q1 2023 -3,023 Reduce 44.75% 3,732 $62.64
Q4 2022 +687 Add 11.32% 6,755 $72.97
Q3 2022 +196 Add 3.34% 6,068 $72.84
Q2 2022 +40 Add 0.69% 5,872 $66.42
Q1 2022 -688 Reduce 10.55% 5,832 $73.05
Q4 2021 -219 Reduce 3.25% 6,520 $80.21
Q3 2021 -1,517 Reduce 18.37% 6,739 $71.23
Q2 2021 +665 Add 8.76% 8,256 $61.65
Q1 2021 +892 Add 13.32% 7,591 $69.16
Q4 2020 -259 Reduce 3.72% 6,699 $53.59
Q3 2020 -61 Reduce 0.87% 6,958 $41.25
Q2 2020 +216 Add 3.18% 7,019 $46.59
Q1 2020 +462 Add 7.29% 6,803 $36.75
Q4 2019 +912 Add 16.80% 6,341 $48.89
Q3 2019 -1,160 Reduce 17.61% 5,429 $44.02
Q2 2019 +33 Add 0.50% 6,589 $46.90
Q1 2019 -1,241 Reduce 15.92% 6,556 $45.15
Q4 2018 -21,617 Reduce 73.49% 7,797 $40.14
Q3 2018 -6,823 Reduce 18.83% 29,414 $46.47
Q2 2018 +1,912 Add 5.57% 36,237 $48.18
Q1 2018 -9,421 Reduce 21.54% 34,325 $46.23
Q4 2017 -19,742 Reduce 31.10% 43,746 $48.48
Q3 2017 -7,307 Reduce 10.32% 63,488 $48.72
Q2 2017 -2,944 Reduce 3.99% 70,795 $45.88
Q1 2017 +8,301 Add 12.69% 73,739 $43.13
Q4 2016 +17,191 Add 35.63% 65,438 $47.36
Q3 2016 +7,513 Add 18.44% 48,247 $35.42
Q2 2016 +7,108 Add 21.14% 40,734 $31.35
Q1 2016 +5,220 Add 18.38% 33,626 $30.51
Q4 2015 -6,346 Reduce 18.26% 28,406 $31.08
Q3 2015 -5,540 Reduce 13.75% 34,752 $30.10
Q2 2015 +14,408 Add 55.66% 40,292 $28.91
Q1 2015 +8,100 Add 45.55% 25,884 $27.04
Q4 2014 -1,200 Reduce 6.32% 17,784 $28.96
Q3 2014 -3,450 Reduce 15.38% 18,984 $25.02
Q2 2014 +3,000 Add 15.44% 22,434 $25.45
Q1 2014 +534 Add 2.83% 19,434 $26.81
Q4 2013 -174 Reduce 0.91% 18,900 $25.98
Q2 2013 +19,074 Add 0.00% 19,074 $18.51
Q4 2012 +19,074 Add 0.00% 19,074 $17.25

Cliff Asness's Lakeland Financial Corporation Investment FAQs

Cliff Asness first purchased Lakeland Financial Corporation (LKFN) in Q4 2012, acquiring 19,074 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Lakeland Financial Corporation (LKFN) for 54 quarters since Q4 2012.

Cliff Asness's largest addition to Lakeland Financial Corporation (LKFN) was in Q2 2025, adding 95,740 shares worth $5.88 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 59,214 shares of Lakeland Financial Corporation (LKFN), valued at approximately $3.4 M.

As of the Q1 2026 filing, Lakeland Financial Corporation (LKFN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Lakeland Financial Corporation (LKFN) was 118,601 shares, as reported at the end of Q3 2025.