SEC 13F Intelligence

Monarch Capital Management Inc / LKFN

Monarch Capital Management Inc’s Lakeland Finl Corp Position

Does Monarch Capital Management Inc own Lakeland Finl Corp (LKFN)? Yes148.0K shares worth $8M (+2.08% of its 13F portfolio) as of Q1 2026, down from 153.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
148.0K
% of Portfolio
+2.08%
Quarters Held
30
currently held

Position History LKFN

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $10MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $14MQ2 ’21: $12MQ3 ’21: $14MQ4 ’21: $15MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $10MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026148.0K$8M+2.08%
Q4 2025153.5K$9M+2.15%
Q3 2025153.9K$10M+2.42%
Q2 2025154.5K$9M+2.55%
Q1 2025152.8K$9M+2.52%
Q4 2024155.1K$11M+2.92%
Q3 2024157.7K$10M+2.77%
Q2 2024158.8K$10M+2.87%
Q1 2024160.6K$11M+3.01%
Q4 2023163.5K$11M+3.23%
Q3 2023167.1K$8M+2.55%
Q2 2023168.2K$8M+2.47%
Q1 2023167.7K$11M+3.22%
Q4 2022170.0K$12M+3.80%
Q3 2022176.8K$13M+4.20%
Q2 2022182.8K$12M+3.62%
Q1 2022183.9K$13M+3.55%
Q4 2021187.4K$15M+3.85%
Q3 2021195.5K$14M+3.87%
Q2 2021196.6K$12M+3.46%
Q1 2021195.9K$14M+4.02%
Q4 2020201.0K$11M+3.39%
Q3 2020201.6K$8M+2.89%
Q2 2020201.9K$9M+3.44%
Q1 2020203.2K$7M+3.05%
Q4 2019200.5K$10M+3.20%
Q3 2019196.5K$9M+3.02%
Q2 2019194.7K$9M+3.26%
Q1 2019195.8K$9M+3.21%
Q4 2018196.0K$8M+3.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Capital Management Inc’s full portfolio or all institutional holders of LKFN.