State Street Discloses 5.3% Stake in Lakeland Financial
State Street Corporation reported beneficial ownership of 1,378,699 shares of Lakeland Financial Corp common stock, representing 5.3% of the class.
Sentiment and the balance of points
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Rhea-AI Filing Summary
State Street Corporation reported beneficial ownership of 1,378,699 shares of Lakeland Financial Corp common stock, representing 5.3% of the class. The filing discloses shared voting power 176,221 and shared dispositive power 1,378,699.
The schedule lists affiliated State Street investment advisory entities as holders and is signed by a State Street officer on 05/12/2026.
Insights
Large passive holding disclosed by State Street at 5.3% ownership.
State Street reports 1,378,699 shares beneficially owned, with shared voting power of 176,221. The filing lists multiple State Street advisory entities as the relevant subsidiaries, consistent with pooled or advisory holdings.
Cash‑flow treatment is not stated in the excerpt; subsequent filings would show any changes in position.
Disclosure maps voting and dispositive powers across State Street entities.
The schedule distinguishes shared voting power and shared dispositive power, indicating collective control through advisory or custody relationships rather than sole control. The filing follows Schedule 13G format for beneficial owners.
Ownership above 5.3% may be relevant to governance monitoring and regulatory thresholds.
Key Figures
Key Terms
Beneficially owned regulatory
Schedule 13G regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake in LKFN does State Street Corporation report?
Which State Street entities are named on the LKFN Schedule 13G?
When was the Schedule 13G for LKFN signed and filed?
AI-generated analysis. How Rhea-AI works. Not financial advice.