Sound Financial Bancorp, Inc. - SFBC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stilwell Value LLC | History | No change | 410,019 | 17,921 | 10.74% | 9.86% | 1 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 179,871 | 7,847 | 0.0% | 0.0% | 2 | +22,378 | 14.21% | Q1 2026 | May 15, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 108,616 | 4,747 | 4.22% | 3.62% | 3 | +18,270 | 20.22% | Q1 2026 | May 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 103,156 | 4,508 | 0.0% | — | 4 | +103,156 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 101,298 | 4,427 | 0.0% | 0.0% | 5 | +8,866 | 9.59% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 52,365 | 2,288 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 47,217 | 2,060 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 43,265 | 1,891 | 0.0% | 0.0% | 8 | -5,914 | -12.03% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 36,191 | 1,581 | 0.25% | 0.25% | 9 | -1 | -0.0% | Q1 2026 | Apr 21, 2026 |
| Oppenheimer & Close, LLC | History | No change | 32,645 | 1,426 | 0.9% | 0.97% | 10 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Added to | 21,855 | 955 | 0.0% | 0.0% | 11 | +258 | 1.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 19,623 | 857 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 17,210 | 752 | 0.0% | 0.0% | 13 | +844 | 5.16% | Q1 2026 | May 14, 2026 |
| Financial Insights, Inc. | History | No change | 14,897 | 651 | 0.21% | 0.22% | 14 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,032 | 613 | 0.0% | — | 15 | +14,032 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 12,402 | 542 | 0.0% | — | 16 | +12,402 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 11,271 | 492 | 0.0% | — | 17 | +11,271 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Holdings, LLC | History | No change | 7,180 | 313 | 0.1% | 0.11% | 18 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 6,450 | 281 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | No change | 6,450 | 281 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,863 | 256 | 0.0% | 0.0% | 21 | +893 | 17.97% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,831 | 254 | 0.0% | 0.0% | 22 | -581 | -9.06% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,675 | 248 | 0.0% | 0.0% | 23 | -525 | -8.47% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,376 | 234 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 5,169 | 225 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 3,826 | 164 | 0.0% | 0.0% | 26 | +3,262 | 578.37% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 3,162 | 138 | 0.0% | 0.0% | 27 | -1,240 | -28.17% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 2,885 | 126 | 0.0% | 0.0% | 28 | +318 | 12.39% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,875 | 125 | 0.0% | 0.0% | 29 | +1,488 | 107.28% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,200 | 96 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,036 | 45 | 0.0% | 0.0% | 31 | -1,592 | -60.58% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,009 | 44 | 0.0% | 0.0% | 32 | +34 | 3.49% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 880 | 39 | 0.0% | 0.0% | 33 | -499 | -36.19% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 835 | 36 | 0.0% | — | 34 | +835 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 738 | 32 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 716 | 31 | 0.0% | 0.0% | 36 | +449 | 168.16% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 676 | 29 | 0.0% | 0.0% | 37 | +612 | 956.25% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 577 | 25 | 0.0% | 0.0% | 38 | +69 | 13.58% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 525 | 22 | 0.0% | 0.0% | 39 | +271 | 106.69% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 219 | 9 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 190 | 8 | 0.0% | 0.0% | 42 | -27 | -12.44% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 193 | 8 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 169 | 7 | 0.0% | 0.0% | 43 | +136 | 412.12% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 99 | 4 | 0.0% | 0.0% | 44 | -1,748 | -94.64% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 45 | -52 | -42.28% | Q1 2026 | Apr 22, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,250 | -100.0% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,725 | -100.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15 | 0 | — | 0.0% | — | -60 | -80.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -33 | -80.49% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 30, 2026 |