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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

LBAI holding history

Lakeland Bancorp Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LBAI overviewAll 13F holders of LBAIFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of LBAI by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−22,798−100.0%Sold outHolders
Q4 202322,798$337.2K<0.1%+643+2.9%AddedHolders
Q3 202322,155$279.6K<0.1%+529+2.4%AddedHolders
Q2 202321,626$289.6K<0.1%−1,127−5.0%ReducedHolders
Q1 202322,753$355.9K<0.1%+962+4.4%AddedHolders
Q4 202221,791$383.7K<0.1%−23−0.1%ReducedHolders
Q3 202221,814$349.0K<0.1%+54+0.2%AddedHolders
Q2 202221,760$318.0K<0.1%−233−1.1%ReducedHolders
Q1 202221,993$367.0K<0.1%−44−0.2%ReducedHolders
Q4 202122,037$418.0K<0.1%+144+0.7%AddedHolders
Q3 202121,893$386.0K<0.1%+84+0.4%AddedHolders
Q2 202121,809$381.0K<0.1%00.0%UnchangedHolders
Q1 202121,809$380.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.