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Heritage Family Offices’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Heritage Family Offices’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 		– Sell
-6,649
Closed -$201K – 253
2026
Q1 		$201K Sell
6,649
-3,336
-33% -$108K 0.09% 192
2025
Q4 		$314K Sell
9,985
-429
-4% -$13.4K 0.14% 136
2025
Q3 		$317K Buy
+10,414
New +$309K 0.15% 126

Other funds holding SBCF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heritage Family Offices's SBCF Position: Q2 2026 in Review

Heritage Family Offices sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2026, closing a stake of 6,649 shares — an estimated $201K sold.

Heritage Family Offices first reported a position in SBCF in Q3 2025 and held it in 3 quarters. The position peaked at $317K in Q3 2025. 305 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

  • Heritage Family Offices reported no remaining Seacoast Banking Corp of Florida position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 6,649 Seacoast Banking Corp of Florida shares in Q2 2026, an estimated $201K.
  • Heritage Family Offices first reported a position in Seacoast Banking Corp of Florida in Q3 2025 and held it in 3 quarters.
  • Heritage Family Offices's Seacoast Banking Corp of Florida position peaked at $317K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.