SFBC · Sound Financial Bancorp, Inc.

$47.31 -0.44 (-0.92%) At close · Aug 21

Market Cap

$121.49M

2.57M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 42

Total Value: $49,535,262

Total Shares: 1,149,044

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 42 13F filers · Δ vs Mar 31, 2026

Top Holder

35.7%

+2.9 pts

Top 5

77.2%

+4.9 pts

Top 10

90.2%

+3.1 pts

HHI

1,858

Moderately concentrated+306

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -7

Institutional value: -9.3%

Shares held: -8.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega ALLIANCEBERNSTEIN L.P.	+35,909	215,780
Mega UBS Group AG	+9,355	10,071
Small GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	+4,641	113,257
Mega GOLDMAN SACHS GROUP INC	+2,587	16,619
Mega Russell Investments Group, Ltd.	+1,316	4,191

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−63,802	37,496
Mega GEODE CAPITAL MANAGEMENT, LLC	−19,545	23,720
Mega STATE STREET CORP	−16,230	5,625
Mega NORTHERN TRUST CORP	−12,462	4,748
Mega VANGUARD CAPITAL MANAGEMENT LLC	−7,266	95,890

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	19,532	$842,024
Mid Arax Advisory Partners	53	$2,284
Small Physician Wealth Advisors, Inc.	12	$517
Mid Bogart Wealth, LLC	12	$517
Micro Avion Wealth	12	$517

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Financial Insights, Inc.	14,897	$651,147
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	12,402	$542,091
Small Pinnacle Holdings, LLC	7,180	$313,837
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5,831	$254,873
Mega Bank of New York Mellon Corp	5,376	$234,984

Filter: New 6 Increased 12 Reduced 14 Sold out 13 Unchanged 10

Showing 42 of 42

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

STILWELL VALUE LLC

$17,675,919

35.68%

410,019

ALLIANCEBERNSTEIN L.P.

$9,302,275

18.78%

215,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	215,780	$9,302,275	100.0%	Defined

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

$4,882,509

9.86%

113,257

VANGUARD CAPITAL MANAGEMENT LLC

$4,133,817

8.35%

95,890

KENNEDY CAPITAL MANAGEMENT LLC

$2,230,640

4.50%

51,743

BlackRock, Inc.

$1,616,451

3.26%

37,496

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	20,820	$897,550	55.5%	Sole
BlackRock Investment Management, LLC	874	$37,678	2.3%	Sole
BlackRock Fund Advisors	7,621	$328,541	20.3%	Sole
BlackRock Institutional Trust Company, N.A.	8,181	$352,682	21.8%	Sole

Pacific Sage Partners, LLC

$1,560,194

3.15%

36,191

Oppenheimer & Close, LLC

$1,407,325

2.84%

32,645

GEODE CAPITAL MANAGEMENT, LLC

$1,022,569

2.06%

23,720

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	4,601	$198,349	19.4%	Defined
Held directly	19,119	$824,220	80.6%	Defined

DIMENSIONAL FUND ADVISORS LP

$860,818

1.74%

19,968

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	206	$8,880	1.0%	Defined
DFA Australia Ltd.	336	$14,484	1.7%	Defined
Dimensional Ireland Ltd	750	$32,332	3.8%	Defined
Held directly	18,676	$805,122	93.5%	Sole

MILLENNIUM MANAGEMENT LLC

$842,024

1.70%

19,532

GOLDMAN SACHS GROUP INC

$716,445

1.45%

16,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	16,619	$716,445	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$453,818

0.92%

10,527

UBS Group AG

$434,160

0.88%

10,071

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	9,748	$420,236	96.8%	Defined
UBS AG	323	$13,924	3.2%	Defined

Empowered Funds, LLC

$278,059

0.56%

6,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	6,450	$278,059	100.0%	Other

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$278,059

0.56%

6,450

RENAISSANCE TECHNOLOGIES LLC

$258,660

0.52%

6,000

STATE STREET CORP

$242,493

0.49%

5,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	5,625	$242,493	100.0%	Defined

MORGAN STANLEY

$223,740

0.45%

5,190

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	187	$8,061	3.6%	Defined
MORGAN STANLEY & CO. LLC	101	$4,354	1.9%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	4,891	$210,851	94.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1	$43	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	10	$431	0.2%	Defined

WELLINGTON MANAGEMENT GROUP LLP

$222,835

0.45%

5,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	5,169	$222,835	100.0%	Defined

NORTHERN TRUST CORP

$204,685

0.41%

4,748

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	4,748	$204,685	100.0%	Defined

Russell Investments Group, Ltd.

$180,674

0.36%

4,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,191	$180,674	100.0%	Defined

BARCLAYS PLC

$129,157

0.26%

2,996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	2,921	$125,924	97.5%	Defined
BARCLAYS CAPITAL INC.	75	$3,233	2.5%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$94,842

0.19%

2,200

BNP PARIBAS ARBITRAGE, SA

$81,089

0.16%

1,881

RHUMBLINE ADVISERS

$40,911

0.08%

949

Vanguard Global Advisers, LLC

$35,996

0.07%

835

ACADIAN ASSET MANAGEMENT LLC

$32,332

0.07%

750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	750	$32,332	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$29,142

0.06%

676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	676	$29,142	100.0%	Defined

ROYAL BANK OF CANADA

$17,373

0.04%

403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	403	$17,373	100.0%	Defined

FMR LLC

$14,398

0.03%

334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	310	$13,364	92.8%	Defined
STRATEGIC ADVISERS LLC	24	$1,034	7.2%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$9,958

0.02%

231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	231	$9,958	100.0%	Defined

WELLS FARGO & COMPANY/MN

$9,785

0.02%

227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	227	$9,785	100.0%	Defined

Tower Research Capital LLC (TRC)

$6,725

0.01%

156

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	156	$6,725	100.0%	Defined

Arax Advisory Partners

$2,284

0.00%

GAMMA Investing LLC

$1,034

0.00%

Bogart Wealth, LLC

$517

0.00%

Physician Wealth Advisors, Inc.

$517

0.00%

Avion Wealth

$517

0.00%

JPMORGAN CHASE & CO

$344

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities plc	8	$344	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$86

0.00%

Transamerica Financial Advisors, LLC

$86

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	1,892	$82,699	35.2%	Defined
The Bank of New York Mellon	3,484	$152,285	64.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,009	$44,103	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	738	$32,257	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	219	$9,572	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	193	$8,436	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	99	$4,327	100.0%	Defined

Key facts CIK 1541119 CUSIP 83607A100 13F (30d) 41 filings 40 filers Visit website