Spire Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Spire Wealth 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
2025 Q2	–	Sell	-2,923	Closed	-$75.2K	–	2533
2025 Q1	$75.2K	Hold	2,923	–	–	﹤0.01%	1148
2024 Q4	$80.5K	Hold	2,923	–	–	﹤0.01%	1113
2024 Q3	$77.9K	Hold	2,923	–	–	﹤0.01%	992
2024 Q2	$69.1K	Hold	2,923	–	–	﹤0.01%	1010
2024 Q1	$74.2K	Hold	2,923	–	–	﹤0.01%	1089
2023 Q4	$76.7K	Hold	2,923	–	–	﹤0.01%	1069
2023 Q3	$64.2K	Sell	2,923 -2,923	-50%	-$68.4K	﹤0.01%	1078
2023 Q2	$129K	Hold	5,846	–	–	﹤0.01%	885
2023 Q1	$139K	Buy	+5,846	New	+$174K	0.01%	854
2022 Q3	–	Sell	-5,846	Closed	-$193K	–	2537
2022 Q2	$193K	Hold	5,846	–	–	0.01%	782
2022 Q1	$205K	Hold	5,846	–	–	0.01%	889
2021 Q4	$207K	Sell	5,846 -5,846	-50%	-$209K	﹤0.01%	1074
2021 Q3	$395K	Hold	11,692	–	–	0.01%	672
2021 Q2	$399K	Hold	11,692	–	–	0.01%	685
2021 Q1	$424K	Buy	+11,692	New	+$408K	0.01%	722

Other funds holding SBCF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's SBCF Position: Q2 2025 in Review

Spire Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2025, closing a stake of 2,923 shares — an estimated $75.2K sold.

Spire Wealth Management first reported a position in SBCF in Q1 2021 and held it in 15 quarters. The position peaked at $424K in Q1 2021. 277 funds tracked by Wall St. Rank hold SBCF as of Q2 2025.

Spire Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 2,923 Seacoast Banking Corp of Florida shares in Q2 2025, an estimated $75.2K.
Spire Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Seacoast Banking Corp of Florida position peaked at $424K in Q1 2021.
277 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.