Corient Private Wealth
SBCF icon

Corient Private Wealth’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Corient Private Wealth’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 		– Sell
-25,662
Closed -$806K – 3001
2025
Q4 		$806K Buy
25,662
+12,879
+101% +$401K ﹤0.01% 2008
2025
Q3 		$389K Buy
12,783
+138
+1% +$4.09K ﹤0.01% 1960
2025
Q2 		$349K Sell
12,645
-885
-7% -$21.9K ﹤0.01% 1904
2025
Q1 		$348K Buy
13,530
+33
+0.2% +$900 ﹤0.01% 1778
2024
Q4 		$372K Sell
13,497
-17,385
-56% -$489K ﹤0.01% 1782
2024
Q3 		$823K Buy
30,882
+15,171
+97% +$401K ﹤0.01% 1499
2024
Q2 		$371K Sell
15,711
-22,899
-59% -$535K ﹤0.01% 1795
2024
Q1 		$980K Buy
38,610
+606
+2% +$15.3K ﹤0.01% 1319
2023
Q4 		$1.08M Buy
38,004
+14,449
+61% +$340K ﹤0.01% 1257
2023
Q3 		$517K Buy
23,555
+2,770
+13% +$64.9K ﹤0.01% 1482
2023
Q2 		$459K Buy
+20,785
New +$452K ﹤0.01% 1493

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NRCM
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State Street
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Wellington Management Group
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VCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return