One Wealth Management Investment & Advisory Services’s Seacoast Banking Corp of Florida SBCF Stock Holding History

One Wealth Management Investment & Advisory Services’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	$487K	Hold	14,657	–	–	0.51%	25
2026 Q1	$444K	Sell	14,657 -10,000	-41%	-$322K	0.53%	29
2025 Q4	$775K	Sell	24,657 -6,000	-20%	-$187K	0.85%	22
2025 Q3	$933K	Sell	30,657 -7,206	-19%	-$214K	1.08%	16
2025 Q2	$1.05M	Hold	37,863	–	–	1.35%	14
2025 Q1	$974K	Hold	37,863	–	–	1.61%	13
2024 Q4	$1.04M	Sell	37,863 -4,569	-11%	-$129K	1.65%	12
2024 Q3	$1.13M	Sell	42,432 -4,000	-9%	-$106K	1.98%	11
2024 Q2	$1.1M	Hold	46,432	–	–	0.44%	38
2024 Q1	$1.18M	Hold	46,432	–	–	0.48%	36
2023 Q4	$1.32M	Buy	+46,432	New	+$1.09M	0.59%	37

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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

One Wealth Management Investment & Advisory Services's SBCF Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services held its Seacoast Banking Corp of Florida (SBCF) position steady in Q2 2026 at 14,657 shares worth $487K. The position accounts for 0.51% of the portfolio, ranked #25.

One Wealth Management Investment & Advisory Services first reported a position in SBCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2023. 305 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

One Wealth Management Investment & Advisory Services held 14,657 shares of Seacoast Banking Corp of Florida worth $487K as of Q2 2026.
One Wealth Management Investment & Advisory Services left its Seacoast Banking Corp of Florida share count unchanged in Q2 2026.
Seacoast Banking Corp of Florida made up 0.51% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #25 holding.
One Wealth Management Investment & Advisory Services first reported a position in Seacoast Banking Corp of Florida in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's Seacoast Banking Corp of Florida position peaked at $1.32M in Q4 2023.
305 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.