Carson Wealth (CWM LLC)
SBCF icon

Carson Wealth (CWM LLC)’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Buy
11,378
+295
+3% +$9.51K ﹤0.01% 2291
2025
Q4 		$348K Buy
11,083
+320
+3% +$9.97K ﹤0.01% 2160
2025
Q3 		$328K Buy
10,763
+3,642
+51% +$108K ﹤0.01% 2056
2025
Q2 		$197K Buy
7,121
+4,486
+170% +$111K ﹤0.01% 2189
2025
Q1 		$68K Buy
2,635
+1,004
+62% +$27.4K ﹤0.01% 2725
2024
Q4 		$45K Buy
1,631
+171
+12% +$4.82K ﹤0.01% 2884
2024
Q3 		$39K Buy
1,460
+318
+28% +$8.39K ﹤0.01% 2884
2024
Q2 		$27K Buy
1,142
+322
+39% +$7.52K ﹤0.01% 2926
2024
Q1 		$21K Sell
820
-64
-7% -$1.61K ﹤0.01% 2887
2023
Q4 		$25K Sell
884
-172
-16% -$4.05K ﹤0.01% 2632
2023
Q3 		$23K Buy
1,056
+26
+3% +$609 ﹤0.01% 2610
2023
Q2 		$23K Buy
1,030
+628
+156% +$13.6K ﹤0.01% 2555
2023
Q1 		$10K Buy
402
+1
+0.2% +$30 ﹤0.01% 2966
2022
Q4 		$13K Buy
401
+23
+6% +$731 ﹤0.01% 2664
2022
Q3 		$11K Buy
378
+91
+32% +$3.04K ﹤0.01% 2640
2022
Q2 		$9K Sell
287
-74
-20% -$2.47K ﹤0.01% 2664
2022
Q1 		$13K Buy
361
+56
+18% +$2.04K ﹤0.01% 2339
2021
Q4 		$11K Buy
+305
New +$10.9K ﹤0.01% 2315
2019
Q1 		– Sell
-18,650
Closed -$485K – 3236
2018
Q4 		$485K Buy
18,650
+15,843
+564% +$424K 0.01% 462
2018
Q3 		$82K Hold
2,807
– – ﹤0.01% 653
2018
Q2 		$89K Buy
+2,807
New +$83.4K ﹤0.01% 535

Other funds holding SBCF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBCF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Seacoast Banking Corp of Florida (SBCF) stake by 2.7% in Q1 2026, buying an estimated $9.51K and bringing the position to 11,378 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Carson Wealth (CWM LLC) first reported a position in SBCF in Q2 2018 and has held it in 21 quarters since. The position peaked at $485K in Q4 2018. 297 funds tracked by Wall St. Rank hold SBCF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,378 shares of Seacoast Banking Corp of Florida worth $345K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 295 Seacoast Banking Corp of Florida shares in Q1 2026, an estimated $9.51K.
  • Seacoast Banking Corp of Florida made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2291 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seacoast Banking Corp of Florida in Q2 2018 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Seacoast Banking Corp of Florida position peaked at $485K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.