FJ Capital Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

FJ Capital 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 Q2	$33.5M	Buy	1,006,363 +100,310	+11%	+$3.13M	4.34%	9
2026 Q1	$27.4M	Sell	906,053 -455,624	-33%	-$14.7M	3.09%	11
2025 Q4	$42.8M	Buy	1,361,677 +151,681	+13%	+$4.73M	4.72%	4
2025 Q3	$36.8M	Buy	1,209,996 +55,562	+5%	+$1.65M	3.93%	5
2025 Q2	$31.9M	Buy	1,154,434 +762,505	+195%	+$18.8M	3.38%	9
2025 Q1	$10.1M	Buy	+391,929	New	+$10.7M	1.04%	29
2024 Q1	–	Sell	-131,246	Closed	-$3.74M	–	126
2023 Q4	$3.74M	Hold	131,246	–	–	0.37%	44
2023 Q3	$2.88M	Sell	131,246 -1,283,727	-91%	-$30.1M	0.33%	54
2023 Q2	$31.3M	Buy	1,414,973 +283,710	+25%	+$6.17M	3.99%	4
2023 Q1	$26.8M	Buy	+1,131,263	New	+$33.7M	3.32%	7
2018 Q4	–	Sell	-191,000	Closed	-$5.58M	–	118
2018 Q3	$5.58M	Sell	191,000 -279,800	-59%	-$8.66M	0.62%	47
2018 Q2	$14.9M	Sell	470,800 -161,900	-26%	-$4.81M	1.65%	18
2018 Q1	$15.6M	Sell	632,700 -2,100	-0.3%	-$55.5K	1.93%	19
2017 Q4	$16M	Sell	634,800 -200	-0%	-$5K	2%	21
2017 Q3	$15.2M	Buy	635,000 +25,200	+4%	+$583K	1.84%	21
2017 Q2	$14.7M	Buy	609,800 +8,200	+1%	+$195K	1.86%	22
2017 Q1	$14.4M	Buy	601,600 +60,000	+11%	+$1.37M	1.99%	18
2016 Q4	$11.9M	Sell	541,600 -148,400	-22%	-$2.82M	1.77%	21
2016 Q3	$11.1M	Hold	690,000	–	–	2.13%	14
2016 Q2	$11.2M	Hold	690,000	–	–	2.22%	11
2016 Q1	$10.9M	Buy	690,000 +1,000	+0.1%	+$14.8K	2.14%	12
2015 Q4	$10.3M	Sell	689,000 -26,000	-4%	-$399K	1.88%	14
2015 Q3	$10.5M	Sell	715,000 -295,000	-29%	-$4.53M	2.29%	11
2015 Q2	$16M	Sell	1,010,000 -14,000	-1%	-$207K	3.81%	5
2015 Q1	$14.6M	Sell	1,024,000 -6,134	-0.6%	-$81K	4.11%	5
2014 Q4	$14.2M	Hold	1,030,134	–	–	4.32%	5
2014 Q3	$11.3M	Buy	1,030,134 +24,938	+2%	+$263K	4.17%	5
2014 Q2	$10.9M	Buy	1,005,196 +10,000	+1%	+$106K	4.18%	6
2014 Q1	$10.9M	Buy	995,196 +64,964	+7%	+$739K	6.26%	3
2013 Q4	$11.3M	Buy	+930,232	New	+$10.4M	7.67%	3

Other funds holding SBCF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FJ Capital Management's SBCF Position: Q2 2026 in Review

FJ Capital Management increased its Seacoast Banking Corp of Florida (SBCF) stake by 11% in Q2 2026, buying an estimated $3.13M and bringing the position to 1,006,363 shares worth $33.5M. The position accounts for 4.34% of the portfolio, ranked #9.

FJ Capital Management first reported a position in SBCF in Q4 2013 and has held it in 30 quarters since. The position peaked at $42.8M in Q4 2025. 304 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

FJ Capital Management held 1,006,363 shares of Seacoast Banking Corp of Florida worth $33.5M as of Q2 2026.
FJ Capital Management bought 100,310 Seacoast Banking Corp of Florida shares in Q2 2026, an estimated $3.13M.
Seacoast Banking Corp of Florida made up 4.34% of FJ Capital Management's portfolio in Q2 2026, its #9 holding.
FJ Capital Management first reported a position in Seacoast Banking Corp of Florida in Q4 2013 and has held it in 30 quarters since.
FJ Capital Management's Seacoast Banking Corp of Florida position peaked at $42.8M in Q4 2025.
304 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on FJ Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.