SBCFNasdaqState Commercial BanksFiscal year ends December 31
SEACOAST BANKING CORP OF FLORIDA
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$32.07−0.47 (-1.44%)
Close on Oct 19, 2026
- Market cap
- $3.12B
- P/E (TTM)
- 19.9
- Dividend yield
- 2.28%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.7%
89M of 97M shares
Institutional holders
303
42 new, 29 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
2 buys · 14 sales
Net sold $3.27M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Group Holdings LLP | 5,482,250 | 6.20% | 13G (passive) | Sep 30, 2025 |
| James Hanna | 5,223,924 | 6.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 5,132,637 | 5.23% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 5,023,436 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Wellington Investment Advisors Holdings LLP | 4,850,958 | 5.00% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 12,349,790 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SBCF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,977,824 | 14.44% | $464.76M | +19,225 | 0.01% |
| State Street Corp | 5,544,609 | 5.73% | $184.36M | +521,173 | 0.01% |
| North Reef Capital Management LP | 4,775,000 | 4.93% | $158.77M | −1,050,000 | 6.09% |
| Wellington Management Group Llp | 4,480,829 | 4.63% | $148.99M | −370,129 | 0.03% |
| Vanguard Capital Management LLC | 4,359,870 | 4.50% | $144.97M | −38,646 | 0.00% |
| Dimensional Fund Advisors LP | 3,612,100 | 3.73% | $120.10M | +461,508 | 0.02% |
| Franklin Resources Inc | 3,255,493 | 3.36% | $108.25M | +519,369 | 0.02% |
| Nomura Asset Management International Inc. | 2,838,870 | 2.93% | $94.39M | +1,004,349 | 0.14% |
| Geode Capital Management, LLC | 2,600,810 | 2.69% | $86.49M | +128,886 | 0.00% |
| Vanguard Portfolio Management LLC | 2,251,641 | 2.33% | $74.87M | +117,701 | 0.00% |
| Westwood Holdings Group Inc | 2,213,453 | 2.29% | $73.60M | −53,714 | 0.55% |
| T. Rowe Price Investment Management, Inc. | 2,077,757 | 2.15% | $69.09K | +1,924,220 | 0.05% |
| Segall Bryant & Hamill, LLC | 1,632,101 | 1.69% | $54.27M | −97,750 | 0.64% |
| GW&K Investment Management, LLC | 1,441,055 | 1.49% | $47.92K | −13,690 | 0.37% |
| First Eagle Investment Management, LLC | 1,295,130 | 1.34% | $43.06M | +790,065 | 0.04% |
| Frontier Capital Management Co LLC | 1,227,771 | 1.27% | $40.82M | +228,525 | 0.38% |
| Charles Schwab Investment Management Inc | 1,064,697 | 1.10% | $35.40M | +6,330 | 0.00% |
| Northern Trust Corp | 1,052,282 | 1.09% | $34.99M | +73,229 | 0.00% |
| William Blair Investment Management, LLC | 1,046,573 | 1.08% | $34.80M | −280,633 | 0.10% |
| Goldman Sachs Group Inc | 1,041,519 | 1.08% | $34.63M | −457,395 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 303 | 89M | 91.7% | 42 / 121 | 83 / 29 | 9M | 6M |
| Q1 2026 | 296 | 86M | 88.4% | 34 / 117 | 87 / 28 | 14M | 3M |
| Q4 2025 | 297 | 82M | 84.8% | 43 / 110 | 92 / 22 | 8M | 4M |
| Q3 2025 | 280 | 79M | 81.7% | 34 / 111 | 78 / 28 | 7M | 4M |
| Q2 2025 | 277 | 76M | 78.5% | 42 / 103 | 86 / 30 | 6M | 3M |
| Q1 2025 | 266 | 73M | 75.4% | 34 / 89 | 95 / 16 | 5M | 3M |
| Q4 2024 | 250 | 72M | 74.0% | 27 / 100 | 76 / 16 | 3M | 2M |
| Q3 2024 | 243 | 71M | 73.3% | 31 / 96 | 73 / 18 | 16M | 3M |
| Q2 2024 | 231 | 71M | 73.1% | 26 / 80 | 78 / 32 | 3M | 5M |
| Q1 2024 | 240 | 73M | 75.3% | 35 / 73 | 86 / 21 | 4M | 2M |
| Q4 2023 | 227 | 71M | 73.2% | 33 / 76 | 85 / 19 | 5M | 4M |
| Q3 2023 | 218 | 70M | 72.1% | 17 / 85 | 78 / 15 | 6M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SBCF | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,788,291 | 5.98% | $192.46M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,089,665 | 3.19% | $102.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,506,186 | 2.59% | $83.33M | 0.10% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 1,616,744 | 1.67% | $56.17M | 1.31% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,169,871 | 1.21% | $38.90M | 0.82% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,103,143 | 1.14% | $36.68M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,077,828 | 1.11% | $37.44M | 0.11% | Jul 31, 2026 |
| Nomura Small Cap Core Fund | 1,063,886 | 1.10% | $32.25M | 0.58% | May 29, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,040,578 | 1.07% | $34.60M | 0.33% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 885,450 | 0.91% | $29.44M | 0.17% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 846,293 | 0.87% | $28.14M | 0.19% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 677,362 | 0.70% | $23.53M | 0.63% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 576,238 | 0.60% | $20.02M | 0.69% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 557,968 | 0.58% | $19.38M | 0.10% | Jul 31, 2026 |
| Westwood Quality Smallcap Fund | 552,898 | 0.57% | $19.21M | 2.20% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles M. Shaffer | Chairman, President & CEO, Director | 176,806 | 0.18% | Aug 4, 2026 |
| Juliette Kleffel | EVP, Chief Operating Officer | 93,152 | 0.10% | Aug 28, 2026 |
| Tracey Dexter | EVP & CFO | 46,031 | 0.05% | Aug 4, 2026 |
| James C. Stallings Iii | EVP, Chief Credit Officer | 7,247 | 0.01% | May 7, 2026 |
| Austen Carroll | EVP, Chief Lending Officer | 14,146 | 0.01% | Apr 17, 2026 |
| Joseph M. Forlenza | EVP & CRO | 3,294 | 0.00% | Apr 17, 2026 |
| Dennis S. Hudson Iii | Director | 228,736 | 0.24% | Sep 17, 2026 |
| Jacqueline Lynette Bradley | Director | 30,964 | 0.03% | Aug 4, 2026 |
| Dennis J. Arczynski | Director | 15,331 | 0.02% | Aug 4, 2026 |
| Randolph A. Moore Iii | Director | 2,015 | 0.00% | Aug 4, 2026 |
| Alvaro Monserrat | Director | 25,793 | 0.03% | Aug 4, 2026 |
| Maryann Goebel | Director | 33,729 | 0.03% | Aug 4, 2026 |
| Robert J. Lipstein | Director | 10,627 | 0.01% | Aug 4, 2026 |
| Michael E. Griffin | Director | 2,115 | 0.00% | Aug 4, 2026 |
| Joseph B. Shearouse Iii | Director | 12,855 | 0.01% | Aug 4, 2026 |
| Kathleen B. Kay | Director | 2,047 | 0.00% | Aug 4, 2026 |
| Eduardo J. Arriola | Director | 4,259 | 0.00% | Aug 4, 2026 |
| Christopher E. Fogal | Director | 39,451 | 0.04% | Aug 4, 2026 |
| Thomas E. Rossin | – | 34,261 | 0.04% | Aug 4, 2026 |
| Dale M. Hudson | – | 41,252 | 0.04% | Aug 4, 2026 |
| H. Gilbert Culbreth Jr | – | 60,198 | 0.06% | Aug 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dennis S. Hudson Iii Director | Sep 16, 2026 | Sale(10b5-1 plan) | −12,000 | $34.15 | $409.80K | 206,869 |
| Juliette Kleffel EVP, Chief Operating Officer | Aug 27, 2026 | Option exercise | +14,831 | $28.69 | $425.50K | 93,152 |
| Juliette Kleffel EVP, Chief Operating Officer | Aug 27, 2026 | Sale | −14,831 | $34.31 | $508.85K | 78,321 |
| Charles M. Shaffer Chairman, President & CEO, Director | Aug 4, 2026 | Tax withholding | −25,851 | $35.47 | $916.93K | 176,806 |
| Charles M. Shaffer Chairman, President & CEO, Director | Aug 4, 2026 | Option exercise | +28,544 | $28.69 | $818.93K | 202,657 |
| Alvaro Monserrat Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 25,793 |
| Randolph A. Moore Iii Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 2,015 |
| Dennis J. Arczynski Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 15,331 |
| Jacqueline Lynette Bradley Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 30,964 |
| H. Gilbert Culbreth Jr – | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 51,998 |
| Christopher E. Fogal Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 34,763 |
| Tracey Dexter EVP & CFO | Jul 31, 2026 | Option exercise | +1,650 | $31.15 | $51.40K | 46,031 |
| Eduardo J. Arriola Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 4,259 |
| Maryann Goebel Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 33,729 |
| Thomas E. Rossin – | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 34,061 |
| Joseph B. Shearouse Iii Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 12,815 |
| Kathleen B. Kay Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 2,047 |
| Michael E. Griffin Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 2,115 |
| Robert J. Lipstein Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 10,627 |
| Dennis S. Hudson Iii Director | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 218,869 |
| Dale M. Hudson – | Jul 31, 2026 | Award | +2,015 | $34.74 | $70.00K | 34,061 |
| H. Gilbert Culbreth Jr Director | Jul 9, 2026 | Award | +390 | $31.66 | $12.35K | 49,983 |
| Dennis S. Hudson Iii Director | Jul 1, 2026 | Sale(10b5-1 plan) | −4,000 | $34.00 | $136.00K | 216,854 |
| Dennis S. Hudson Iii Director | Jun 16, 2026 | Sale(10b5-1 plan) | −8,000 | $31.41 | $251.28K | 220,854 |
| James C. Stallings Iii EVP, Chief Credit Officer | May 6, 2026 | Sale | −7,552 | $31.16 | $235.32K | 7,247 |
| Charles M. Shaffer Chairman, President & CEO, Director | May 4, 2026 | Sale | −10,367 | $30.88 | $320.13K | 174,113 |
| Joseph M. Forlenza EVP & CRO | Apr 15, 2026 | Award | +3,294 | – | – | 3,294 |
| Tracey Dexter EVP & CFO | Apr 15, 2026 | Award | +3,294 | – | – | 3,294 |
| James C. Stallings Iii EVP, Chief Credit Officer | Apr 15, 2026 | Award | +3,100 | – | – | 3,100 |
| Juliette Kleffel EVP, Chief Operating Officer | Apr 15, 2026 | Award | +11,820 | – | – | 11,820 |
| Austen Carroll EVP, Chief Lending Officer | Apr 15, 2026 | Award | +14,146 | – | – | 14,146 |
| Charles M. Shaffer Chairman, President & CEO, Director | Apr 15, 2026 | Award | +15,503 | – | – | 15,503 |
| H. Gilbert Culbreth Jr Director | Apr 8, 2026 | Award | +463 | $32.10 | $14.86K | 49,593 |
| Charles M. Shaffer Chairman, President & CEO, Director | Apr 1, 2026 | Tax withholding | −2,145 | $30.58 | $65.59K | 11,495 |
| Charles M. Shaffer Chairman, President & CEO, Director | Apr 1, 2026 | Tax withholding | −5,896 | $30.58 | $180.30K | 16,663 |
| Charles M. Shaffer Chairman, President & CEO, Director | Apr 1, 2026 | Tax withholding | −1,513 | $30.58 | $46.27K | 0 |
| Tracey Dexter EVP & CFO | Apr 1, 2026 | Tax withholding | −310 | $30.58 | $9.48K | 2,792 |
| Tracey Dexter EVP & CFO | Apr 1, 2026 | Tax withholding | −290 | $30.58 | $8.87K | 0 |
| Tracey Dexter EVP & CFO | Apr 1, 2026 | Tax withholding | −1,155 | $30.58 | $35.32K | 5,737 |
| Juliette Kleffel EVP, Chief Operating Officer | Apr 1, 2026 | Tax withholding | −1,286 | $30.58 | $39.33K | 6,385 |
| Juliette Kleffel EVP, Chief Operating Officer | Apr 1, 2026 | Tax withholding | −342 | $30.58 | $10.46K | 0 |
| Juliette Kleffel EVP, Chief Operating Officer | Apr 1, 2026 | Tax withholding | −383 | $30.58 | $11.71K | 3,449 |
| James C. Stallings Iii EVP, Chief Credit Officer | Apr 1, 2026 | Tax withholding | −239 | $30.58 | $7.31K | 0 |
| James C. Stallings Iii EVP, Chief Credit Officer | Apr 1, 2026 | Tax withholding | −255 | $30.58 | $7.80K | 2,299 |
| James C. Stallings Iii EVP, Chief Credit Officer | Apr 1, 2026 | Tax withholding | −734 | $30.58 | $22.45K | 3,647 |
| Eduardo J. Arriola Director | Apr 1, 2026 | Tax withholding | −73 | $30.58 | $2.23K | 283 |
| Austen Carroll EVP, Chief Lending Officer | Apr 1, 2026 | Tax withholding | −342 | $30.58 | $10.46K | 0 |
| Austen Carroll EVP, Chief Lending Officer | Apr 1, 2026 | Tax withholding | −1,286 | $30.58 | $39.33K | 6,385 |
| Austen Carroll EVP, Chief Lending Officer | Apr 1, 2026 | Tax withholding | −383 | $30.58 | $11.71K | 3,449 |
| Joseph M. Forlenza EVP & CRO | Apr 1, 2026 | Tax withholding | −290 | $30.58 | $8.87K | 0 |
| Joseph M. Forlenza EVP & CRO | Apr 1, 2026 | Tax withholding | −310 | $30.58 | $9.48K | 2,792 |
| Joseph M. Forlenza EVP & CRO | Apr 1, 2026 | Tax withholding | −971 | $30.58 | $29.69K | 4,820 |
| Dennis S. Hudson Iii Director | Mar 16, 2026 | Sale(10b5-1 plan) | −8,000 | $30.04 | $240.32K | 228,854 |
| Dennis S. Hudson Iii Director | Mar 4, 2026 | Sale(10b5-1 plan) | −8,000 | $31.34 | $250.72K | 236,854 |
| Joseph M. Forlenza EVP & CRO | Feb 26, 2026 | Option exercise | +12,635 | $31.15 | $393.58K | 55,027 |
| Joseph M. Forlenza EVP & CRO | Feb 26, 2026 | Sale | −12,635 | $32.90 | $415.69K | 42,392 |
| Joseph B. Shearouse Iii Director | Feb 23, 2026 | Buy | +700 | $32.13 | $22.49K | 36,200 |
| Joseph B. Shearouse Iii Director | Feb 12, 2026 | Buy | +4,000 | $33.19 | $132.76K | 35,500 |
| Charles M. Shaffer Chairman, President & CEO, Director | Feb 10, 2026 | Award | +21,843 | – | – | 167,884 |
| Austen Carroll EVP, Chief Lending Officer | Feb 10, 2026 | Award | +9,101 | – | – | 41,884 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| S. Hudson Iii Revocable U/A Dtd 04/26/2000 Dennis Director | Sep 16, 2026 | 12,000 | $409.74K | Sep 16, 2026 | Exercised Shares |
| P. Kleffel Juliette Officer | Aug 27, 2026 | 14,831 | $508.80K | Aug 27, 2026 | Stock Option Exercise |
| M. Shaffer Charles Officer, Director | Aug 4, 2026 | 25,851 | $916.96K | Aug 4, 2026 | Stock Option Exercise |
| S. Hudson Iii Revocable U/A Dtd 04/26/2000 Dennis Director | Jul 1, 2026 | 4,000 | $136.00K | Jul 1, 2026 | Performance Shares |
| S. Hudson Iii Revocable U/A Dtd 04/26/2000 Dennis Director | Jun 16, 2026 | 8,000 | $251.32K | Jun 16, 2026 | Performance Shares |
| C. Stallings James Officer | May 6, 2026 | 7,552 | $235.38K | May 6, 2026 | Restricted Stock |
| M. Shaffer Charles Officer, Director | May 4, 2026 | 10,367 | $320.16K | May 4, 2026 | Performance Shares |
| S. Hudson Iii Revocable Dennis Director | Mar 16, 2026 | 8,000 | $240.32K | Mar 16, 2026 | Performance Shares |
| S. Hudson Dennis Iii Director | Mar 4, 2026 | 8,000 | $250.69K | Mar 4, 2026 | Performance and Restricted Stock |
| Forlenza Joseph Officer | Feb 26, 2026 | 12,635 | $415.71K | Feb 26, 2026 | Stock Option Exercise |
| Goebel Maryann Director | Feb 3, 2026 | 3,419 | $117.03K | Feb 3, 2026 | Stock Option Exercise |
| Bradley Jacqueline Director | Feb 3, 2026 | 2,279 | $76.43K | Feb 3, 2026 | Stock Option Exercise |
| Arczynski Dennis Director | Feb 3, 2026 | 3,419 | $116.95K | Feb 3, 2026 | Stock Option Exercise |
| S. Hudson Iii Revocable Dennis Director | Nov 10, 2025 | 8,000 | $249.04K | Nov 10, 2025 | Performance Shares |
| C. Stallings James Officer | Nov 5, 2025 | 3,245 | $100.18K | Nov 5, 2025 | Restricted Stock |