Root Financial Partners
SBCF icon

Root Financial Partners’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Root Financial Partners’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
Q3 		$10.1K Buy
+317
New +$10.8K ﹤0.01% 1906
2026
Q2 		– Sell
-238
Closed -$7.21K – 2642
2026
Q1 		$7.21K Buy
238
+24
+11% +$774 ﹤0.01% 1806
2025
Q4 		$6.72K Buy
214
+58
+37% +$1.81K ﹤0.01% 1661
2025
Q3 		$4.75K Buy
+156
New +$4.62K ﹤0.01% 1748

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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Root Financial Partners's SBCF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Seacoast Banking Corp of Florida (SBCF) in Q3 2026: 317 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1906 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SBCF as recently as Q1 2026.

Root Financial Partners first reported a position in SBCF in Q3 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold SBCF as of Q3 2026.

  • Root Financial Partners held 317 shares of Seacoast Banking Corp of Florida worth $10.1K as of Q3 2026.
  • Seacoast Banking Corp of Florida was a new Root Financial Partners position in Q3 2026.
  • Seacoast Banking Corp of Florida made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1906 holding.
  • Root Financial Partners first reported a position in Seacoast Banking Corp of Florida in Q3 2025 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.