SAM
SBCF icon

Synergy Asset Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Synergy Asset 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
Q1 		– Sell
-332
Closed -$8.85K – 692
2024
Q4 		$8.85K Buy
+332
New +$9.35K ﹤0.01% 492

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Synergy Asset Management's SBCF Position: Q1 2025 in Review

Synergy Asset Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2025, closing a stake of 332 shares — an estimated $8.85K sold.

Synergy Asset Management first reported a position in SBCF in Q4 2024 and held it in 1 quarter. The position peaked at $8.85K in Q4 2024. 266 funds tracked by Wall St. Rank hold SBCF as of Q1 2025.

  • Synergy Asset Management reported no remaining Seacoast Banking Corp of Florida position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 332 Seacoast Banking Corp of Florida shares in Q1 2025, an estimated $8.85K.
  • Synergy Asset Management first reported a position in Seacoast Banking Corp of Florida in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Seacoast Banking Corp of Florida position peaked at $8.85K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.