Back to SBCF
Xcel Wealth Management, LLC → SBCF
Xcel Wealth Management, LLC SBCF Position History
Seacoast Banking Corporation of Florida • Financial Services
Quarters held
5
Latest value
$223K
Q3 2026
Peak value
$233K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $213K |
| Q4 2025 | $220K |
| Q1 2026 | $212K |
| Q2 2026 | $233K |
| Q3 2026 | $223K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $223K | 7.0K | — | — |
| Q2 2026 | $233K | 7.0K | — | — |
| Q1 2026 | $212K | 7.0K | — | — |
| Q4 2025 | $220K | 7.0K | — | — |
| Q3 2025 | $213K | 7.0K | — | — |
Other funds holding SBCF
$218.7M
$184.4M
$184.4M
$152.2M