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

Venturi 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
Q1 		– Sell
-2,750
Closed -$75.7K – 1577
2024
Q4 		$75.7K Buy
+2,750
New +$77.4K ﹤0.01% 881

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NRCM
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State Street
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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

Venturi Wealth Management's SBCF Position: Q1 2025 in Review

Venturi Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2025, closing a stake of 2,750 shares — an estimated $75.7K sold.

Venturi Wealth Management first reported a position in SBCF in Q4 2024 and held it in 1 quarter. The position peaked at $75.7K in Q4 2024. 266 funds tracked by Wall St. Rank hold SBCF as of Q1 2025.

  • Venturi Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,750 Seacoast Banking Corp of Florida shares in Q1 2025, an estimated $75.7K.
  • Venturi Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Seacoast Banking Corp of Florida position peaked at $75.7K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.