SSG
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Summit Securities Group’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Summit Securities Group’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
2023
Q2 		– Sell
-1
Closed – – 1063
2023
Q1 		$0 Buy
+1
New +$30 ﹤0.01% 1219
2016
Q3 		– Sell
-25,846
Closed -$420K – 252
2016
Q2 		$420K Buy
+25,846
New +$420K 0.22% 106

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's SBCF Position: Q2 2023 in Review

Summit Securities Group sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in SBCF in Q2 2016 and held it in 2 quarters. The position peaked at $420K in Q2 2016. 218 funds tracked by Wall St. Rank hold SBCF as of Q2 2023.

  • Summit Securities Group reported no remaining Seacoast Banking Corp of Florida position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 Seacoast Banking Corp of Florida share in Q2 2023.
  • Summit Securities Group first reported a position in Seacoast Banking Corp of Florida in Q2 2016 and held it in 2 quarters.
  • Summit Securities Group's Seacoast Banking Corp of Florida position peaked at $420K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.