Sound Financial Bancorp, Inc. - SFBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 17,889 | 9.86% | 8.35% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 157,493 | 6,871 | 0.0% | 0.0% | 2 | +65,490 | 71.18% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 92,432 | 4,032 | 0.0% | 0.0% | 3 | -17,646 | -16.03% | Q4 2025 | Feb 12, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 90,346 | 3,941 | 3.62% | 1.13% | 4 | +66,280 | 275.41% | Q4 2025 | Jan 21, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 52,365 | 2,284 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 49,179 | 2,145 | 0.0% | 0.0% | 6 | -129 | -0.26% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 47,217 | 2,060 | 0.0% | 0.0% | 7 | +369 | 0.79% | Q4 2025 | Jan 29, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 36,192 | 1,579 | 0.25% | 0.04% | 8 | +30,821 | 573.84% | Q4 2025 | Jan 16, 2026 |
| Oppenheimer & Close, LLC | History | No change | 32,645 | 1,424 | 0.97% | 1.02% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Reduced | 21,597 | 942 | 0.0% | 0.0% | 10 | -361 | -1.64% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 19,623 | 856 | 0.0% | 0.0% | 11 | +35 | 0.18% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 16,366 | 714 | 0.0% | 0.0% | 12 | -1,648 | -9.15% | Q4 2025 | Feb 17, 2026 |
| Financial Insights, Inc. | History | No change | 14,897 | 649 | 0.22% | 0.23% | 13 | 0 | 0.0% | Q4 2025 | Mar 31, 2026 |
| Pinnacle Holdings, LLC | History | No change | 7,180 | 313 | 0.11% | 0.12% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 6,450 | 281 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | No change | 6,450 | 281 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 6,412 | 279 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,200 | 270 | 0.0% | — | 18 | +6,200 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,376 | 234 | 0.0% | 0.0% | 19 | -133 | -2.41% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 5,169 | 225 | 0.0% | 0.0% | 20 | -705 | -12.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,970 | 216 | 0.0% | 0.0% | 21 | +509 | 11.41% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 4,402 | 192 | 0.0% | 0.0% | 22 | +354 | 8.75% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,628 | 114 | 0.0% | 0.0% | 23 | +759 | 40.61% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,567 | 111 | 0.0% | 0.0% | 24 | -556 | -17.8% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,200 | 95 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 1,847 | 80 | 0.0% | 0.0% | 26 | +1,816 | 5858.06% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,725 | 75 | 0.0% | 0.0% | 27 | +795 | 85.48% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,387 | 60 | 0.0% | 0.0% | 29 | +870 | 168.28% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,379 | 60 | 0.0% | 0.0% | 28 | -288 | -17.28% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 975 | 42 | 0.0% | 0.0% | 30 | -8 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 738 | 32 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 564 | 24 | 0.0% | — | 32 | +564 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 508 | 22 | 0.0% | 0.0% | 33 | +21 | 4.31% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 267 | 11 | 0.0% | 0.0% | 35 | -469 | -63.72% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 254 | 11 | 0.0% | 0.0% | 34 | +13 | 5.39% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 217 | 10 | 0.0% | — | 36 | +217 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 219 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 193 | 8 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 123 | 5 | 0.0% | 0.0% | 40 | -25 | -16.89% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 130 | 5 | 0.0% | 0.0% | 39 | -4 | -2.99% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 75 | 3 | 0.0% | — | 41 | +69 | 1150.0% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 67 | 3 | 0.0% | 0.0% | 42 | -6 | -8.22% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 64 | 2 | 0.0% | — | 43 | +64 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 44 | -244 | -88.09% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Dec 15, 2025 |