Omnia Family Wealth’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Omnia Family Wealth’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	$373K	Hold	11,224	–	–	0.1%	62
2026 Q1	$340K	Hold	11,224	–	–	0.11%	57
2025 Q4	$353K	Hold	11,224	–	–	0.1%	65
2025 Q3	$342K	Hold	11,224	–	–	0.11%	67
2025 Q2	$310K	Hold	11,224	–	–	0.11%	66
2025 Q1	$289K	Sell	11,224 -4,026	-26%	-$110K	0.12%	64
2024 Q4	$420K	Hold	15,250	–	–	0.17%	45
2024 Q3	$406K	Hold	15,250	–	–	0.17%	49
2024 Q2	$361K	Buy	15,250 +4,026	+36%	+$94K	0.15%	53
2024 Q1	$285K	Sell	11,224 -2,315	-17%	-$58.3K	0.13%	56
2023 Q4	$385K	Buy	+13,539	New	+$319K	0.2%	45
2023 Q2	–	Sell	-8,480	Closed	-$201K	–	68
2023 Q1	$201K	Sell	8,480 -8,600	-50%	-$256K	0.15%	63
2022 Q4	$533K	Buy	+17,080	New	+$543K	0.43%	31

Other funds holding SBCF

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return