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Montag & Associates’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Montag & Associates’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 		$1.23K Sell
37
-16
-30% -$499 ﹤0.01% 915
2026
Q1 		$1.61K Hold
53
– – ﹤0.01% 860
2025
Q4 		$1.67K Sell
53
-5
-9% -$156 ﹤0.01% 881
2025
Q3 		$1.76K Hold
58
– – ﹤0.01% 937
2025
Q2 		$1.6K Hold
58
– – ﹤0.01% 874
2025
Q1 		$1.49K Buy
58
+8
+16% +$218 ﹤0.01% 920
2024
Q4 		$1.39K Hold
50
– – ﹤0.01% 917
2024
Q3 		$1.34K Hold
50
– – ﹤0.01% 948
2024
Q2 		$1.19K Hold
50
– – ﹤0.01% 916
2024
Q1 		$1.29K Buy
+50
New +$1.26K ﹤0.01% 904

Other funds holding SBCF

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

Montag & Associates's SBCF Position: Q2 2026 in Review

Montag & Associates reduced its Seacoast Banking Corp of Florida (SBCF) stake by 30% in Q2 2026, selling an estimated $499 and leaving 37 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Montag & Associates first reported a position in SBCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.76K in Q3 2025. 304 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

  • Montag & Associates held 37 shares of Seacoast Banking Corp of Florida worth $1.23K as of Q2 2026.
  • Montag & Associates sold 16 Seacoast Banking Corp of Florida shares in Q2 2026, an estimated $499.
  • Seacoast Banking Corp of Florida made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #915 holding.
  • Montag & Associates first reported a position in Seacoast Banking Corp of Florida in Q1 2024 and has held it in 10 quarters since.
  • Montag & Associates's Seacoast Banking Corp of Florida position peaked at $1.76K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.