Comprehensive Financial Consultants Institutional’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	$328K	Hold	9,870	–	–	0.09%	162
2026 Q1	$299K	Hold	9,870	–	–	0.09%	162
2025 Q4	$310K	Buy	+9,870	New	+$308K	0.09%	154

Other funds holding SBCF

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AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return