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Dakota Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Dakota Wealth Management’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 		$251K Buy
8,288
+1,781
+27% +$57.4K 0.01% 692
2025
Q4 		$204K Buy
+6,507
New +$203K ﹤0.01% 746
2024
Q3 		– Sell
-10,515
Closed -$249K – 764
2024
Q2 		$249K Buy
10,515
+1,507
+17% +$35.2K 0.01% 622
2024
Q1 		$229K Buy
9,008
+8
+0.1% +$201 0.01% 638
2023
Q4 		$256K Buy
+9,000
New +$212K 0.01% 554
2023
Q3 		– Sell
-11,342
Closed -$251K – 694
2023
Q2 		$251K Buy
+11,342
New +$246K 0.01% 532

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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