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

Wealth Effects’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 Q2	$572K	Hold	17,200	–	–	0.15%	118
2026 Q1	$521K	Sell	17,200 -100	-0.6%	-$3.22K	0.18%	106
2025 Q4	$544K	Sell	17,300 -4,200	-20%	-$131K	0.17%	104
2025 Q3	$654K	Hold	21,500	–	–	0.21%	89
2025 Q2	$594K	Hold	21,500	–	–	0.22%	84
2025 Q1	$553K	Sell	21,500 -1,000	-4%	-$27.3K	0.23%	88
2024 Q4	$619K	Sell	22,500 -3,050	-12%	-$85.9K	0.22%	89
2024 Q3	$681K	Buy	25,550 +2,400	+10%	+$63.4K	0.24%	82
2024 Q2	$547K	Sell	23,150 -400	-2%	-$9.34K	0.2%	97
2024 Q1	$598K	Sell	23,550 -1,250	-5%	-$31.5K	0.22%	92
2023 Q4	$706K	Buy	24,800 +3,000	+14%	+$70.6K	0.27%	87
2023 Q3	$479K	Hold	21,800	–	–	0.24%	97
2023 Q2	$482K	Buy	21,800 +6,150	+39%	+$134K	0.21%	98
2023 Q1	$371K	Buy	15,650 +1,750	+13%	+$52.1K	0.19%	121
2022 Q4	$434K	Sell	13,900 -8,500	-38%	-$270K	0.25%	96
2022 Q3	$677K	Hold	22,400	–	–	0.41%	60
2022 Q2	$740K	Sell	22,400 -850	-4%	-$28.4K	0.45%	55
2022 Q1	$814K	Sell	23,250 -2,600	-10%	-$94.6K	0.38%	61
2021 Q4	$915K	Buy	+25,850	New	+$926K	0.38%	58

Other funds holding SBCF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealth Effects's SBCF Position: Q2 2026 in Review

Wealth Effects held its Seacoast Banking Corp of Florida (SBCF) position steady in Q2 2026 at 17,200 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #118.

Wealth Effects first reported a position in SBCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $915K in Q4 2021. 304 funds tracked by Wall St. Rank hold SBCF as of Q2 2026.

Wealth Effects held 17,200 shares of Seacoast Banking Corp of Florida worth $572K as of Q2 2026.
Wealth Effects left its Seacoast Banking Corp of Florida share count unchanged in Q2 2026.
Seacoast Banking Corp of Florida made up 0.15% of Wealth Effects's portfolio in Q2 2026, its #118 holding.
Wealth Effects first reported a position in Seacoast Banking Corp of Florida in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's Seacoast Banking Corp of Florida position peaked at $915K in Q4 2021.
304 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.