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 | 17,675 | 10.14% | 10.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 215,780 | 9,431 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 112,207 | 5,010 | 3.91% | 3.77% | 3 | -1,050 | -0.93% | Q3 2026 | Oct 26, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 95,890 | 4,133 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 51,743 | 2,230 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 37,496 | 1,616 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacific Sage Partners, LLC | History | No change | 36,191 | 1,615 | 0.21% | 0.22% | 7 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Oppenheimer & Close, LLC | History | No change | 32,645 | 1,407 | 0.89% | 0.89% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 23,720 | 1,022 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 20,163 | 900 | 0.0% | 0.0% | 10 | +195 | 0.98% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 19,532 | 842 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,619 | 716 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | No change | 14,897 | 665 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 10,527 | 453 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 10,071 | 434 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 7,139 | 307 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 6,450 | 278 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 6,450 | 278 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,000 | 258 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,625 | 242 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 5,190 | 223 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 5,169 | 222 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,748 | 204 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,191 | 180 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 2,996 | 129 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,200 | 94 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,881 | 81 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 949 | 40 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 835 | 35 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 750 | 31 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 676 | 29 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 403 | 17 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 334 | 14 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 227 | 9 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 231 | 9 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 156 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 53 | 2 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -5 | -20.83% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |