Concord Wealth Partners’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Concord Wealth Partners’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
2025 Q1	–	Sell	-30	Closed	-$826	–	949
2024 Q4	$826	Hold	30	–	–	﹤0.01%	820
2024 Q3	$800	Buy	+30	New	+$792	﹤0.01%	859

Other funds holding SBCF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Concord Wealth Partners's SBCF Position: Q1 2025 in Review

Concord Wealth Partners sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2025, closing a stake of 30 shares — an estimated $826 sold.

Concord Wealth Partners first reported a position in SBCF in Q3 2024 and held it in 2 quarters. The position peaked at $826 in Q4 2024. 266 funds tracked by Wall St. Rank hold SBCF as of Q1 2025.

Concord Wealth Partners reported no remaining Seacoast Banking Corp of Florida position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 30 Seacoast Banking Corp of Florida shares in Q1 2025, an estimated $826.
Concord Wealth Partners first reported a position in Seacoast Banking Corp of Florida in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's Seacoast Banking Corp of Florida position peaked at $826 in Q4 2024.
266 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.