Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?
Sound Financial Bancorp Ownership Summary
Sound Financial Bancorp is owned by 5.35% institutional investors, 17.46% insiders, and 77.19% 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 1.04% of its assets in Sound Financial Bancorp shares.
SFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sound Financial Bancorp | 5.35% | 17.46% | 77.19% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 16.04% | $18.89M |
| Blackrock funding, inc. /de | 110.08K | 4.31% | $5.07M |
| Alliancebernstein | 92.00K | 3.60% | $4.24M |
| Kennedy capital management | 52.37K | 2.05% | $2.41M |
| Geode capital management | 49.31K | 1.93% | $2.27M |
| Vanguard group | 46.85K | 1.83% | $2.16M |
| Oppenheimer & close | 32.65K | 1.28% | $1.50M |
| Blackrock | 26.14K | 1.03% | $1.12M |
| Graham capital wealth management | 24.07K | 0.94% | $1.11M |
| State street | 21.96K | 0.86% | $1.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 8.35% | $18.89M |
| Graham capital wealth management | 24.07K | 1.13% | $1.11M |
| Oppenheimer & close | 32.65K | 1.02% | $1.50M |
| Greenwich investment management | 10.39K | 0.41% | $446.68K |
| Financial insights | 17.90K | 0.21% | $769.57K |
| Fny investment advisers | 9.60K | 0.19% | $441.00K |
| Arcus capital partners | 8.59K | 0.17% | $395.79K |
| Pinnacle | 7.18K | 0.12% | $330.71K |
| Kennedy capital management | 52.37K | 0.05% | $2.41M |
| Pacific sage partners | 5.37K | 0.04% | $247.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Graham capital wealth management | 24.07K | 1.13% | 18.81K |
| Blackrock funding, inc. /de | 110.08K | 0.00% | 8.64K |
| Susquehanna group, llp | 6.05K | - | 6.05K |
| Fny investment advisers | 9.60K | 0.19% | 3.31K |
| Alliancebernstein | 92.00K | 0.00% | 2.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -93.97K |
| Qube research | - | - | -6.27K |
| Fj capital management | - | - | -6.20K |
| Beese fulmer investment management | - | - | -5.20K |
| Virtu financial | - | - | -4.47K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 6.05K | - | 6.05K | $318.69K |
| Police & firemen's retirement system of new jersey | 738.00 | 0.00% | 738.00 | $33.99K |
| Russell investments group | 517.00 | - | 517.00 | $23.81K |
| Jones financial companies lllp | 41.00 | - | 41.00 | $1.96K |
| Pnc financial services group | 6.00 | - | 6.00 | $276.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Operose advisors | -497.00 |
| Virtu financial | -4.47K |
| Beese fulmer investment management | -5.20K |
| Fj capital management | -6.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 24.95K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 22.92K | 0.96% | -10.44K |
| Fidelity Small Cap Index | 20.80K | 0.87% | 20.80K |
| iShares Core S&P Total US Stock Mkt ETF | 18.81K | 0.79% | - |
| iShares Russell 2000 Value ETF | 18.57K | 0.78% | - |
| Kennedy Bank Sector | 15.77K | 0.66% | 7.04K |
| Fidelity Extended Market Index | 12.20K | 0.51% | -100.00 |
| 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% | - |
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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 8 |
SFBC Ownership FAQ
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