Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?
Sound Financial Bancorp Ownership Summary
Sound Financial Bancorp is owned by 48.28% institutional investors, 17.22% insiders, and 34.50% retail investors. Stilwell value is the largest institutional shareholder, holding 16.03% of SFBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.31% of its assets in Sound Financial Bancorp shares.
SFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sound Financial Bancorp | 48.28% | 17.22% | 34.50% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 16.03% | $17.92M |
| Alliancebernstein | 179.87K | 7.03% | $7.85M |
| Graham capital wealth management | 108.62K | 4.25% | $4.75M |
| Blackrock funding, inc. /de | 101.30K | 3.96% | $4.43M |
| Kennedy capital management | 52.37K | 2.05% | $2.29M |
| Vanguard group | 47.22K | 1.85% | $2.06M |
| Geode capital management | 43.27K | 1.69% | $1.89M |
| Pacific sage partners | 36.19K | 1.42% | $1.58M |
| Oppenheimer & close | 32.65K | 1.28% | $1.43M |
| Blackrock | 26.14K | 1.03% | $1.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 10.74% | $17.92M |
| Graham capital wealth management | 108.62K | 4.22% | $4.75M |
| Oppenheimer & close | 32.65K | 0.90% | $1.43M |
| Greenwich investment management | 10.39K | 0.41% | $446.68K |
| Pacific sage partners | 36.19K | 0.25% | $1.58M |
| Financial insights | 17.90K | 0.21% | $769.57K |
| Pinnacle | 7.18K | 0.10% | $313.84K |
| Kennedy capital management | 52.37K | 0.05% | $2.29M |
| Bridgeway capital management | 6.45K | 0.01% | $281.93K |
| Alliancebernstein | 179.87K | 0.00% | $7.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 179.87K | 0.00% | 22.38K |
| Graham capital wealth management | 108.62K | 4.22% | 18.27K |
| Goldman sachs group | 14.03K | 0.00% | 14.03K |
| Vanguard fiduciary trust | 11.27K | 0.00% | 11.27K |
| Blackrock funding, inc. /de | 101.30K | 0.00% | 8.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -93.97K |
| Arcus capital partners | - | - | -8.25K |
| Qube research | - | - | -6.27K |
| Fj capital management | - | - | -6.20K |
| Geode capital management | 43.27K | 0.00% | -5.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 14.03K | 0.00% | 14.03K | $613.34K |
| Vanguard fiduciary trust | 11.27K | 0.00% | 11.27K | $492.65K |
| Susquehanna group, llp | 6.05K | - | 6.05K | $318.69K |
| Vanguard global advisers | 835.00 | - | 835.00 | $36.50K |
| Cornerstone planning group | 9.00 | 0.00% | 9.00 | $379.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Jones financial companies lllp | -41.00 |
| Amalgamated bank | -67.00 |
| Operose advisors | -497.00 |
| Fny investment advisers | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 48 | 2.13% | 1,234,735 | 10.30% | 48 | 2.52% | 23 | 27.78% | 12 | -20.00% |
| Dec 31, 2025 | 9 | -79.55% | 616,869 | -35.33% | 24 | 1.73% | 4 | -80.95% | 2 | -81.82% |
| Sep 30, 2025 | 16 | -58.97% | 136,845 | -84.13% | 5 | 0.47% | 6 | -76.92% | 3 | -57.14% |
| Jun 30, 2025 | 42 | 55.56% | 954,766 | 3.05% | 37 | 2.84% | 28 | 133.33% | 8 | 60.00% |
| Mar 31, 2025 | 27 | -6.90% | 926,501 | 1.19% | 36 | 2.80% | 12 | -14.29% | 5 | -44.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 78.82K | 3.31% | - |
| iShares Russell 2000 ETF | 31.86K | 1.34% | 282.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 22.92K | 0.96% | - |
| Fidelity Small Cap Index | 20.64K | 0.87% | -84.00 |
| iShares Core S&P Total US Stock Mkt ETF | 18.81K | 0.79% | - |
| iShares Russell 2000 Value ETF | 17.77K | 0.75% | 98.00 |
| Kennedy Bank Sector | 15.77K | 0.61% | - |
| Vanguard Russell 2000 ETF | 10.80K | 0.45% | 246.00 |
| Bridgeway Omni Small-Cap Value N | 10.00K | 0.42% | - |
| Bridgeway Omni Small-Cap Value | 10.00K | 0.42% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2026 | Stewart Laura Lee | President and CEO | Sell | $39.72K |
| Nov 12, 2024 | Haddad David S Jr | - | Sell | $19.15K |
| Nov 08, 2024 | Sweeney James E | - | Sell | $31.12K |
| Nov 07, 2024 | Sweeney James E | - | Sell | $12.53K |
| Nov 08, 2024 | Haddad David S Jr | - | Sell | $2.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
SFBC Ownership FAQ
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