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

North Reef 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	$159M	Sell	4,775,000 -1,050,000	-18%	-$32.8M	6.09%	6
2026 Q1	$176M	Sell	5,825,000 -7,075	-0.1%	-$228K	6.07%	5
2025 Q4	$183M	Buy	5,832,075 +837,075	+17%	+$26.1M	7.37%	4
2025 Q3	$152M	Sell	4,995,000 -755,000	-13%	-$22.4M	7.11%	5
2025 Q2	$159M	Buy	5,750,000 +526,076	+10%	+$13M	7.04%	4
2025 Q1	$134M	Buy	5,223,924 +993,924	+23%	+$27.1M	5.82%	8
2024 Q4	$116M	Buy	4,230,000 +150,000	+4%	+$4.22M	5.23%	7
2024 Q3	$109M	Sell	4,080,000 -121,567	-3%	-$3.21M	5.07%	7
2024 Q2	$99.3M	Buy	4,201,567 +66,567	+2%	+$1.55M	4.6%	9
2024 Q1	$105M	Buy	4,135,000 +5,000	+0.1%	+$126K	5.47%	8
2023 Q4	$118M	Buy	4,130,000 +305,000	+8%	+$7.18M	6.84%	6
2023 Q3	$84M	Sell	3,825,000 -100,390	-3%	-$2.35M	5.3%	6
2023 Q2	$86.8M	Buy	3,925,390 +1,187,677	+43%	+$25.8M	6.67%	3
2023 Q1	$64.9M	Buy	2,737,713 +1,090,538	+66%	+$32.4M	7.27%	3
2022 Q4	$51.4M	Buy	1,647,175 +712,084	+76%	+$22.6M	5.63%	7
2022 Q3	$28.3M	Buy	935,091 +466,698	+100%	+$15.6M	7.06%	1
2022 Q2	$15.5M	Buy	468,393 +348,393	+290%	+$11.6M	4.35%	11
2022 Q1	$4.2M	Sell	120,000 -359,452	-75%	-$13.1M	1.72%	18
2021 Q4	$17M	Buy	+479,452	New	+$17.2M	7.82%	2

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

North Reef Capital Management's SBCF Position: Q2 2026 in Review

North Reef Capital Management reduced its Seacoast Banking Corp of Florida (SBCF) stake by 18% in Q2 2026, selling an estimated $32.8M and leaving 4,775,000 shares worth $159M. The position accounts for 6.09% of the portfolio, ranked #6.

North Reef Capital Management first reported a position in SBCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $183M in Q4 2025. 304 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

North Reef Capital Management held 4,775,000 shares of Seacoast Banking Corp of Florida worth $159M as of Q2 2026.
North Reef Capital Management sold 1,050,000 Seacoast Banking Corp of Florida shares in Q2 2026, an estimated $32.8M.
Seacoast Banking Corp of Florida made up 6.09% of North Reef Capital Management's portfolio in Q2 2026, its #6 holding.
North Reef Capital Management first reported a position in Seacoast Banking Corp of Florida in Q4 2021 and has held it in 19 quarters since.
North Reef Capital Management's Seacoast Banking Corp of Florida position peaked at $183M in Q4 2025.
304 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

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