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Mount Yale Investment Advisors’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Mount Yale Investment Advisors’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 		$1.23M Sell
37,118
-97
-0.3% -$3.03K 0.02% 526
2026
Q1 		$1.13M Buy
37,215
+72
+0.2% +$2.32K 0.03% 486
2025
Q4 		$1.17M Buy
+37,143
New +$1.16M 0.06% 291

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

Mount Yale Investment Advisors's SBCF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Seacoast Banking Corp of Florida (SBCF) stake by 0.26% in Q2 2026, selling an estimated $3.03K and leaving 37,118 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #526.

Mount Yale Investment Advisors first reported a position in SBCF in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

  • Mount Yale Investment Advisors held 37,118 shares of Seacoast Banking Corp of Florida worth $1.23M as of Q2 2026.
  • Mount Yale Investment Advisors sold 97 Seacoast Banking Corp of Florida shares in Q2 2026, an estimated $3.03K.
  • Seacoast Banking Corp of Florida made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #526 holding.
  • Mount Yale Investment Advisors first reported a position in Seacoast Banking Corp of Florida in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.