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Wealthspire Advisors (New York)’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$608K Buy
+20,064
New +$647K ﹤0.01% 523
2025
Q4 		– Sell
-547
Closed -$16.6K – 2532
2025
Q3 		$16.6K Buy
+547
New +$16.2K ﹤0.01% 1765

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VCM
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Dimensional Fund Advisors
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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
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Wealthspire Advisors (New York)'s SBCF Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Seacoast Banking Corp of Florida (SBCF) in Q1 2026: 20,064 shares worth $608K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SBCF as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SBCF in Q3 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold SBCF as of Q1 2026.

  • Wealthspire Advisors (New York) held 20,064 shares of Seacoast Banking Corp of Florida worth $608K as of Q1 2026.
  • Seacoast Banking Corp of Florida was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Seacoast Banking Corp of Florida made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #523 holding.
  • Wealthspire Advisors (New York) first reported a position in Seacoast Banking Corp of Florida in Q3 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.