Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?

Sound Financial Bancorp Ownership Summary

Sound Financial Bancorp is owned by 37.35% institutional investors, 17.42% insiders, and 45.23% retail investors. Stilwell value is the largest institutional shareholder, holding 16.04% of SFBC shares. iShares Russell 2000 ETF is the top mutual fund, with 1.02% of its assets in Sound Financial Bancorp shares.

SFBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sound Financial Bancorp	37.35%	17.42%	45.23%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Stilwell value	410.02K	16.04%	$18.86M
Alliancebernstein	150.22K	5.90%	$7.91M
Blackrock funding, inc. /de	101.44K	3.97%	$4.67M
Kennedy capital management	52.37K	2.05%	$2.41M
Vanguard group	42.38K	1.67%	$2.23M
Oppenheimer & close	32.65K	1.28%	$1.72M
Blackrock	26.14K	1.03%	$1.12M
Geode capital management	23.85K	0.94%	$1.26M
Dimensional fund advisors lp	18.02K	0.71%	$948.54K
Financial insights	17.90K	0.70%	$769.57K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stilwell value	410.02K	9.19%	$18.86M
Oppenheimer & close	32.65K	1.41%	$1.72M
Greenwich investment management	10.39K	0.41%	$446.68K
Graham capital wealth management	5.44K	0.25%	$286.36K
Financial insights	17.90K	0.21%	$769.57K
Fny investment advisers	9.60K	0.19%	$441.00K
Arcus capital partners	8.59K	0.17%	$395.28K
Pinnacle	7.71K	0.13%	$354.61K
Pacific sage partners	5.37K	0.06%	$282.78K
Kennedy capital management	52.37K	0.06%	$2.41M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	101.44K	0.00%	74.71K
Kennedy capital management	52.37K	0.06%	43.63K
Vanguard group	42.38K	-	14.80K
Susquehanna group, llp	6.05K	-	6.05K
Fny investment advisers	9.60K	0.19%	3.31K

Top Sellers

Holder	Shares	% Assets	Change
Fj capital management	6.20K	0.03%	-101.90K
M3f	-	-	-93.97K
Qube research	-	-	-6.27K
Virtu financial	-	-	-4.47K
Arcus capital partners	8.59K	0.17%	-2.54K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	6.05K	-	6.05K	$318.69K
Sterling capital management	58.00	-	58.00	$2.67K
Farther finance advisors	6.00	-	6.00	$276.00

Sold Out

Holder	Change
Innealta capital	-1.00
Tower research capital llc (trc)	-99.00
Barclays	-153.00
Operose advisors	-497.00
Citigroup	-929.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	28	-3.45%	900,686	-0.99%	35	2.77%	14	7.69%	8	-27.27%
Sep 30, 2024	29	7.41%	909,669	-16.59%	35	1.94%	13	18.18%	11	37.50%
Jun 30, 2024	26	4.00%	1,080,095	-0.63%	42	2.36%	11	10.00%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	24.46K	1.02%	-420.00
Vanguard Institutional Extnd Mkt Idx Tr	22.92K	0.96%	-10.44K
iShares Core S&P Total US Stock Mkt ETF	18.64K	0.78%	6.00
iShares Russell 2000 Value ETF	18.45K	0.77%	14.00
Kennedy Bank Sector	15.77K	0.66%	7.04K
Fidelity Extended Market Index	12.30K	0.52%	-32.00
Vanguard Russell 2000 ETF	10.24K	0.43%	-660.00
Bridgeway Omni Small-Cap Value N	10.00K	0.42%	-
Bridgeway Omni Small-Cap Value	10.00K	0.42%	-
State St Russell Sm Cap® Indx SL Cl I	7.50K	0.31%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	Haddad David S Jr	-	Sell	$19.15K
Nov 07, 2024	Sweeney James E	-	Sell	$12.53K
Nov 08, 2024	Sweeney James E	-	Sell	$31.12K
Nov 08, 2024	Haddad David S Jr	-	Sell	$2.20K
Nov 05, 2024	Haddad David S Jr	-	Sell	$162.12

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	8
2024 Q3	-	2

SFBC Ownership FAQ

Who Owns Sound Financial Bancorp?

Sound Financial Bancorp shareholders are primarily institutional investors at 37.35%, followed by 17.42% insiders and 45.23% retail investors. The average institutional ownership in Sound Financial Bancorp's industry, Regional Banks Stocks, is 53.95%, which Sound Financial Bancorp falls below.

Who owns the most shares of Sound Financial Bancorp?

Sound Financial Bancorp’s largest shareholders are Stilwell value (410.02K shares, 16.04%), Alliancebernstein (150.22K shares, 5.90%), and Blackrock funding, inc. /de (101.44K shares, 3.97%). Together, they hold 25.91% of Sound Financial Bancorp’s total shares outstanding.

Does Blackrock own Sound Financial Bancorp?

Yes, BlackRock owns 1.03% of Sound Financial Bancorp, totaling 26.14K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.12M$. In the last quarter, BlackRock increased its holdings by 62 shares, a 0.24% change.

Who is Sound Financial Bancorp’s biggest shareholder by percentage of total assets invested?

Stilwell value is Sound Financial Bancorp’s biggest shareholder by percentage of total assets invested, with 9.19% of its assets in 410.02K Sound Financial Bancorp shares, valued at 18.86M$.

Who is the top mutual fund holder of Sound Financial Bancorp shares?

iShares Russell 2000 ETF is the top mutual fund holder of Sound Financial Bancorp shares, with 1.02% of its total shares outstanding invested in 24.46K Sound Financial Bancorp shares.

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