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

Xcel 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
2026 Q3	$223K	Hold	7,000	–	–	0.06%	138
2026 Q2	$233K	Hold	7,000	–	–	0.06%	137
2026 Q1	$212K	Hold	7,000	–	–	0.06%	130
2025 Q4	$220K	Hold	7,000	–	–	0.06%	138
2025 Q3	$213K	Buy	+7,000	New	+$208K	0.06%	135
2025 Q2	–	Sell	-8,358	Closed	-$215K	–	134
2025 Q1	$215K	Hold	8,358	–	–	0.07%	126
2024 Q4	$230K	Hold	8,358	–	–	0.06%	123
2024 Q3	$223K	Buy	+8,358	New	+$221K	0.07%	120
2024 Q2	–	Sell	-8,358	Closed	-$212K	–	127
2024 Q1	$212K	Hold	8,358	–	–	0.07%	121
2023 Q4	$238K	Buy	+8,358	New	+$197K	0.08%	103
2023 Q1	–	Sell	-8,358	Closed	-$261K	–	133
2022 Q4	$261K	Buy	+8,358	New	+$266K	0.1%	108

Other funds holding SBCF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Xcel Wealth Management's SBCF Position: Q3 2026 in Review

Xcel Wealth Management held its Seacoast Banking Corp of Florida (SBCF) position steady in Q3 2026 at 7,000 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #138.

Xcel Wealth Management first reported a position in SBCF in Q4 2022 and has held it in 11 quarters since. The position peaked at $261K in Q4 2022. 207 funds tracked by Wall St. Rank hold SBCF as of Q3 2026.

Xcel Wealth Management held 7,000 shares of Seacoast Banking Corp of Florida worth $223K as of Q3 2026.
Xcel Wealth Management left its Seacoast Banking Corp of Florida share count unchanged in Q3 2026.
Seacoast Banking Corp of Florida made up 0.06% of Xcel Wealth Management's portfolio in Q3 2026, its #138 holding.
Xcel Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q4 2022 and has held it in 11 quarters since.
Xcel Wealth Management's Seacoast Banking Corp of Florida position peaked at $261K in Q4 2022.
207 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.