Sound Financial Bancorp Ownership 2024 | Who Owns Sound Financial Bancorp Now?

Overview RevenueFinancials Chart

Institutional Ownership

42.54%

Insider Ownership

16.68%

Retail Ownership

40.78%

Institutional Holders

26.00

Sound Financial Bancorp Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STILWELL VALUE LLC	16.15%	9.18%	410,019	-	-	17,630,817	Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC	8.02%	0.90%	203,574	-	-	8,562,322	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	5.63%	0.00%	143,084	1,720	1.22%	6,152,612	Jun 30, 2024
M3F, INC.	3.70%	1.50%	93,969	-3,338	-3.43%	4,041,000	Jun 30, 2024
OPPENHEIMER & CLOSE, LLC	1.42%	1.36%	35,945	-	-	1,545,635	Jun 30, 2024
VANGUARD GROUP INC	1.08%	-	27,471	11	0.04%	1,181,253	Jun 30, 2024
BLACKROCK INC.	1.03%	-	26,135	62	0.24%	1,123,805	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.91%	0.02%	23,075	415	1.83%	1,014,377	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.89%	0.00%	22,478	1,544	7.38%	988,407	Jun 30, 2024
FINANCIAL INSIGHTS, INC.	0.70%	0.21%	17,897	-	-	769,571	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.66%	0.00%	16,811	1,122	7.15%	739,012	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.51%	0.01%	13,075	415	3.28%	574,777	Jun 30, 2024
GREENWICH INVESTMENT MANAGEMENT, INC.	0.41%	0.41%	10,388	-1,302	-11.14%	446,684	Jun 30, 2024
PINNACLE HOLDINGS, LLC	0.30%	0.14%	7,709	-41	-0.53%	335,342	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.23%	-	5,874	-	-	258,221	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.23%	0.34%	5,832	-419	-6.70%	250,776	Jun 30, 2024
PACIFIC SAGE PARTNERS, LLC	0.21%	0.06%	5,371	-	-	236,109	Jun 30, 2024
NORTHERN TRUST CORP	0.20%	-	5,063	-176	-3.36%	217,709,000	Jun 30, 2024
STATE STREET CORP	0.18%	-	4,595	4,595	100.00%	201,996,000	Jun 30, 2024
UBS GROUP AG	0.02%	-	531	198	59.46%	22,833	Jun 30, 2024

Sound Financial Bancorp's largest institutional shareholder is STILWELL VALUE LLC, holding 16.15% of the company's total share outstanding, currently valued at $17.63M. The top 10 institutional shareholders own together 39.53% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STILWELL VALUE LLC	16.15%	9.18%	410,019	-	-	17,630,817	Jun 30, 2024
M3F, INC.	3.70%	1.50%	93,969	-3,338	-3.43%	4,041,000	Jun 30, 2024
OPPENHEIMER & CLOSE, LLC	1.42%	1.36%	35,945	-	-	1,545,635	Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC	8.02%	0.90%	203,574	-	-	8,562,322	Jun 30, 2024
GREENWICH INVESTMENT MANAGEMENT, INC.	0.41%	0.41%	10,388	-1,302	-11.14%	446,684	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.23%	0.34%	5,832	-419	-6.70%	250,776	Jun 30, 2024
FINANCIAL INSIGHTS, INC.	0.70%	0.21%	17,897	-	-	769,571	Jun 30, 2024
PINNACLE HOLDINGS, LLC	0.30%	0.14%	7,709	-41	-0.53%	335,342	Jun 30, 2024
PACIFIC SAGE PARTNERS, LLC	0.21%	0.06%	5,371	-	-	236,109	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.91%	0.02%	23,075	415	1.83%	1,014,377	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.51%	0.01%	13,075	415	3.28%	574,777	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	5.63%	0.00%	143,084	1,720	1.22%	6,152,612	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.66%	0.00%	16,811	1,122	7.15%	739,012	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	220	-34	-13.39%	9,460	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.89%	0.00%	22,478	1,544	7.38%	988,407	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.02%	0.00%	440	-	-	19,000	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.23%	-	5,874	-	-	258,221	Jun 30, 2024
NORTHERN TRUST CORP	0.20%	-	5,063	-176	-3.36%	217,709,000	Jun 30, 2024
BLACKROCK INC.	1.03%	-	26,135	62	0.24%	1,123,805	Jun 30, 2024
VANGUARD GROUP INC	1.08%	-	27,471	11	0.04%	1,181,253	Jun 30, 2024

The largest Sound Financial Bancorp shareholder by % of total assets is STILWELL VALUE LLC. The company owns 410.02K shares of Sound Financial Bancorp (SFBC), representing 9.18% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STATE STREET CORP	0.18%	-	4,595	4,595	100.00%	201,996,000	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	5.63%	0.00%	143,084	1,720	1.22%	6,152,612	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.89%	0.00%	22,478	1,544	7.38%	988,407	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.66%	0.00%	16,811	1,122	7.15%	739,012	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.51%	0.01%	13,075	415	3.28%	574,777	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.91%	0.02%	23,075	415	1.83%	1,014,377	Jun 30, 2024
UBS GROUP AG	0.02%	-	531	198	59.46%	22,833	Jun 30, 2024
BLACKROCK INC.	1.03%	-	26,135	62	0.24%	1,123,805	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	18	15	500.00%	774	Jun 30, 2024
VANGUARD GROUP INC	1.08%	-	27,471	11	0.04%	1,181,253	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	-	1	1	100.00%	44	Jun 30, 2024
MORGAN STANLEY	0.00%	-	22	-	-	964	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.23%	-	5,874	-	-	258,221	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.02%	0.00%	440	-	-	19,000	Jun 30, 2024
PACIFIC SAGE PARTNERS, LLC	0.21%	0.06%	5,371	-	-	236,109	Jun 30, 2024
FINANCIAL INSIGHTS, INC.	0.70%	0.21%	17,897	-	-	769,571	Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC	8.02%	0.90%	203,574	-	-	8,562,322	Jun 30, 2024
OPPENHEIMER & CLOSE, LLC	1.42%	1.36%	35,945	-	-	1,545,635	Jun 30, 2024
STILWELL VALUE LLC	16.15%	9.18%	410,019	-	-	17,630,817	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	220	-34	-13.39%	9,460	Jun 30, 2024

As of Jun 30 2024, Sound Financial Bancorp's largest institutional buyer is STATE STREET CORP. The company purchased 4.59K stocks of SFBC, valued at $202.00M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
M3F, INC.	3.70%	1.50%	93,969	-3,338	-3.43%	4,041,000	Jun 30, 2024
GREENWICH INVESTMENT MANAGEMENT, INC.	0.41%	0.41%	10,388	-1,302	-11.14%	446,684	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.02%	-	498	-520	-51.08%	21,414	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.23%	0.34%	5,832	-419	-6.70%	250,776	Jun 30, 2024
NORTHERN TRUST CORP	0.20%	-	5,063	-176	-3.36%	217,709,000	Jun 30, 2024
PINNACLE HOLDINGS, LLC	0.30%	0.14%	7,709	-41	-0.53%	335,342	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	220	-34	-13.39%	9,460	Jun 30, 2024
STILWELL VALUE LLC	16.15%	9.18%	410,019	-	-	17,630,817	Jun 30, 2024
OPPENHEIMER & CLOSE, LLC	1.42%	1.36%	35,945	-	-	1,545,635	Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC	8.02%	0.90%	203,574	-	-	8,562,322	Jun 30, 2024
FINANCIAL INSIGHTS, INC.	0.70%	0.21%	17,897	-	-	769,571	Jun 30, 2024
PACIFIC SAGE PARTNERS, LLC	0.21%	0.06%	5,371	-	-	236,109	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.02%	0.00%	440	-	-	19,000	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.23%	-	5,874	-	-	258,221	Jun 30, 2024
MORGAN STANLEY	0.00%	-	22	-	-	964	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	-	1	1	100.00%	44	Jun 30, 2024
VANGUARD GROUP INC	1.08%	-	27,471	11	0.04%	1,181,253	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	18	15	500.00%	774	Jun 30, 2024
BLACKROCK INC.	1.03%	-	26,135	62	0.24%	1,123,805	Jun 30, 2024
UBS GROUP AG	0.02%	-	531	198	59.46%	22,833	Jun 30, 2024

As of Jun 30 2024, Sound Financial Bancorp's biggest institutional seller is M3F, INC.. The company sold -3.34K shares of SFBC, valued at $4.04M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STATE STREET CORP	0.18%	-	4,595	4,595	100.00%	201,996,000	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	-	1	1	100.00%	44	Jun 30, 2024

Sound Financial Bancorp's largest new institutional shareholder by number of shares is STATE STREET CORP, purchased 4.59K shares, valued at $202.00M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Sound Financial Bancorp Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
WASATCH FUNDS TRUST	0.01%	74,169	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.00%	10,000	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.00%	1,916	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	13,105	-	-	Mar 28, 2024
UNIFIED SERIES TRUST	0.00%	6,000	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	19,104	-84	-0.44%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	26,625	-26,595	-49.97%	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	1,102	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	596	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	11,779	-100	-0.84%	Jan 31, 2024
Dimensional ETF Trust	0.00%	3,064	314	11.42%	Jan 31, 2024
iSHARES TRUST	0.00%	21,054	-84	-0.40%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	391	-	-	Mar 31, 2024

Sound Financial Bancorp's largest mutual fund holder by % of total assets is "WASATCH FUNDS TRUST", owning 74.17K shares, compromising 0.01% of its total assets.

Sound Financial Bancorp Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	26	4.00%
31 Mar, 24	25	4.17%
31 Dec, 23	24	4.35%
30 Sep, 23	23	-11.54%
30 Jun, 23	26	23.81%
31 Mar, 23	21	-19.23%
31 Dec, 22	26	18.18%
30 Sep, 22	22	4.76%
30 Jun, 22	21	-8.70%
31 Mar, 22	23	-11.54%
31 Dec, 21	26	8.33%
30 Sep, 21	24	-4.00%
30 Jun, 21	25	4.17%
31 Mar, 21	24	14.29%
31 Dec, 20	21	-
30 Sep, 20	21	-4.55%
30 Jun, 20	22	10.00%
31 Mar, 20	20	-16.67%
31 Dec, 19	24	4.35%
30 Sep, 19	23	4.55%
30 Jun, 19	22	10.00%
31 Mar, 19	20	-4.76%
31 Dec, 18	21	-16.00%
30 Sep, 18	25	13.64%
30 Jun, 18	22	37.50%
31 Mar, 18	16	-15.79%
31 Dec, 17	19	-5.00%
30 Sep, 17	20	17.65%
30 Jun, 17	17	6.25%
31 Mar, 17	16	-
31 Dec, 16	16	-
30 Sep, 16	16	6.67%
30 Jun, 16	15	-
31 Mar, 16	15	-
31 Dec, 15	15	36.36%
30 Sep, 15	11	10.00%
30 Jun, 15	10	-16.67%
31 Mar, 15	12	-20.00%
31 Dec, 14	15	15.38%
30 Sep, 14	13	8.33%
30 Jun, 14	12	-
31 Mar, 14	12	9.09%
31 Dec, 13	11	10.00%
30 Sep, 13	10	-
30 Jun, 13	10	100.00%
31 Mar, 13	5	-16.67%
31 Dec, 12	6	50.00%
30 Sep, 12	4	-

As of 30 Jun 24, 26 institutions are holding Sound Financial Bancorp's shares, representing an increase of 4.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,080,095	-0.63%
31 Mar, 24	1,086,907	0.18%
31 Dec, 23	1,084,988	2.05%
30 Sep, 23	1,063,231	-1.10%
30 Jun, 23	1,075,079	-2.65%
31 Mar, 23	1,104,327	0.03%
31 Dec, 22	1,104,033	1.15%
30 Sep, 22	1,091,506	-0.51%
30 Jun, 22	1,097,090	-5.17%
31 Mar, 22	1,156,949	-0.90%
31 Dec, 21	1,167,444	2.65%
30 Sep, 21	1,137,354	-1.60%
30 Jun, 21	1,155,803	0.19%
31 Mar, 21	1,153,605	1.37%
31 Dec, 20	1,137,994	2.46%
30 Sep, 20	1,110,648	5.95%
30 Jun, 20	1,048,238	1.56%
31 Mar, 20	1,032,120	-0.40%
31 Dec, 19	1,036,273	1.51%
30 Sep, 19	1,020,870	2.03%
30 Jun, 19	1,000,553	2.60%
31 Mar, 19	975,236	0.98%
31 Dec, 18	965,747	9.03%
30 Sep, 18	885,777	2.26%
30 Jun, 18	866,164	4.21%
31 Mar, 18	831,144	0.31%
31 Dec, 17	828,596	0.24%
30 Sep, 17	826,642	3.22%
30 Jun, 17	800,879	-1.46%
31 Mar, 17	812,744	-2.53%
31 Dec, 16	833,813	2.35%
30 Sep, 16	814,697	0.57%
30 Jun, 16	810,080	1.71%
31 Mar, 16	796,487	-0.06%
31 Dec, 15	796,967	19.42%
30 Sep, 15	667,347	0.13%
30 Jun, 15	666,501	-2.56%
31 Mar, 15	683,999	-0.53%
31 Dec, 14	687,625	2.27%
30 Sep, 14	672,366	1.09%
30 Jun, 14	665,105	2.26%
31 Mar, 14	650,393	0.25%
31 Dec, 13	648,751	-0.04%
30 Sep, 13	649,005	10.30%
30 Jun, 13	588,410	78.40%
31 Mar, 13	329,830	-43.42%
31 Dec, 12	582,913	13.91%
30 Sep, 12	511,713	-

Sound Financial Bancorp (SFBC) has 1.08M shares outstanding as of 30 Jun 24, down -0.63% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	42.54%	2.36%
31 Mar, 24	42.42%	2.35%
31 Dec, 23	42.49%	2.49%
30 Sep, 23	41.30%	2.38%
30 Jun, 23	41.70%	2.27%
31 Mar, 23	42.83%	2.34%
31 Dec, 22	42.82%	2.36%
30 Sep, 22	42.59%	2.36%
30 Jun, 22	42.45%	2.15%
31 Mar, 22	44.46%	2.18%
31 Dec, 21	45.20%	2.34%
30 Sep, 21	43.96%	2.20%
30 Jun, 21	44.75%	2.22%
31 Mar, 21	44.90%	2.28%
31 Dec, 20	44.41%	2.36%
30 Sep, 20	43.33%	2.58%
30 Jun, 20	40.95%	2.49%
31 Mar, 20	40.59%	2.41%
31 Dec, 19	41.00%	2.51%
30 Sep, 19	40.41%	2.57%
30 Jun, 19	39.67%	2.64%
31 Mar, 19	38.76%	2.59%
31 Dec, 18	38.66%	3.09%
30 Sep, 18	35.39%	2.92%
30 Jun, 18	34.80%	3.20%
31 Mar, 18	32.98%	3.03%
31 Dec, 17	33.01%	3.04%
30 Sep, 17	32.97%	3.22%
30 Jun, 17	32.02%	3.03%
31 Mar, 17	32.51%	2.92%
31 Dec, 16	33.37%	3.12%
30 Sep, 16	32.72%	3.07%
30 Jun, 16	32.65%	3.16%
31 Mar, 16	32.14%	3.12%
31 Dec, 15	32.11%	4.38%
30 Sep, 15	27.07%	3.84%
30 Jun, 15	26.54%	3.62%
31 Mar, 15	27.09%	3.62%
31 Dec, 14	27.36%	3.83%
30 Sep, 14	26.72%	3.81%
30 Jun, 14	26.50%	3.94%
31 Mar, 14	25.94%	3.95%
31 Dec, 13	25.62%	4.16%
30 Sep, 13	24.81%	4.83%
30 Jun, 13	22.67%	13.95%
31 Mar, 13	12.75%	2.51%
31 Dec, 12	22.53%	5.76%
30 Sep, 12	19.78%	-

As of 30 Jun 24, Sound Financial Bancorp is held by 42.54% institutional shareholders, representing a 2.36% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	11	10.00%
31 Mar, 24	10	-23.08%
31 Dec, 23	13	44.44%
30 Sep, 23	9	-25.00%
30 Jun, 23	12	140.00%
31 Mar, 23	5	-44.44%
31 Dec, 22	9	125.00%
30 Sep, 22	4	-42.86%
30 Jun, 22	7	16.67%
31 Mar, 22	6	-25.00%
31 Dec, 21	8	60.00%
30 Sep, 21	5	-50.00%
30 Jun, 21	10	-9.09%
31 Mar, 21	11	120.00%
31 Dec, 20	5	-37.50%
30 Sep, 20	8	-
30 Jun, 20	8	14.29%
31 Mar, 20	7	-22.22%
31 Dec, 19	9	28.57%
30 Sep, 19	7	-41.67%
30 Jun, 19	12	100.00%
31 Mar, 19	6	-50.00%
31 Dec, 18	12	20.00%
30 Sep, 18	10	-23.08%
30 Jun, 18	13	160.00%
31 Mar, 18	5	-37.50%
31 Dec, 17	8	-33.33%
30 Sep, 17	12	33.33%
30 Jun, 17	9	80.00%
31 Mar, 17	5	-
31 Dec, 16	5	150.00%
30 Sep, 16	2	-33.33%
30 Jun, 16	3	-25.00%
31 Mar, 16	4	-50.00%
31 Dec, 15	8	100.00%
30 Sep, 15	4	-
30 Jun, 15	4	33.33%
31 Mar, 15	3	-50.00%
31 Dec, 14	6	100.00%
30 Sep, 14	3	-
30 Jun, 14	3	-25.00%
31 Mar, 14	4	100.00%
31 Dec, 13	2	-50.00%
30 Sep, 13	4	-20.00%
30 Jun, 13	5	-
31 Mar, 13	-	-100.00%
31 Dec, 12	5	25.00%
30 Sep, 12	4	-

11 institutional shareholders have increased their position in SFBC stock as of 30 Jun 24 compared to 10 in the previous quarter (a 10.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	7	16.67%
31 Mar, 24	6	100.00%
31 Dec, 23	3	-50.00%
30 Sep, 23	6	-14.29%
30 Jun, 23	7	75.00%
31 Mar, 23	4	-42.86%
31 Dec, 22	7	-12.50%
30 Sep, 22	8	100.00%
30 Jun, 22	4	-
31 Mar, 22	4	-50.00%
31 Dec, 21	8	14.29%
30 Sep, 21	7	-
30 Jun, 21	7	75.00%
31 Mar, 21	4	33.33%
31 Dec, 20	3	-50.00%
30 Sep, 20	6	50.00%
30 Jun, 20	4	-42.86%
31 Mar, 20	7	250.00%
31 Dec, 19	2	-71.43%
30 Sep, 19	7	250.00%
30 Jun, 19	2	-66.67%
31 Mar, 19	6	100.00%
31 Dec, 18	3	-40.00%
30 Sep, 18	5	150.00%
30 Jun, 18	2	-33.33%
31 Mar, 18	3	-40.00%
31 Dec, 17	5	150.00%
30 Sep, 17	2	-
30 Jun, 17	2	-50.00%
31 Mar, 17	4	33.33%
31 Dec, 16	3	-25.00%
30 Sep, 16	4	100.00%
30 Jun, 16	2	-
31 Mar, 16	2	-
31 Dec, 15	-	-100.00%
30 Sep, 15	2	100.00%
30 Jun, 15	1	-
31 Mar, 15	1	-
31 Dec, 14	1	-50.00%
30 Sep, 14	2	-
30 Jun, 14	-	-100.00%
31 Mar, 14	1	-66.67%
31 Dec, 13	3	-
30 Sep, 13	-	-
30 Jun, 13	-	-
31 Mar, 13	-	-
31 Dec, 12	-	-
30 Sep, 12	-	-

7 institutional shareholders have reduced their position in SFBC stock as of 30 Jun 24 compared to 6 in the previous quarter (a 16.67% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	26	4.00%	1,080,095	-0.63%	42.54%	2.36%	11	10.00%	7	16.67%
31 Mar, 24	25	4.17%	1,086,907	0.18%	42.42%	2.35%	10	-23.08%	6	100.00%
31 Dec, 23	24	4.35%	1,084,988	2.05%	42.49%	2.49%	13	44.44%	3	-50.00%
30 Sep, 23	23	-11.54%	1,063,231	-1.10%	41.30%	2.38%	9	-25.00%	6	-14.29%
30 Jun, 23	26	23.81%	1,075,079	-2.65%	41.70%	2.27%	12	140.00%	7	75.00%
31 Mar, 23	21	-19.23%	1,104,327	0.03%	42.83%	2.34%	5	-44.44%	4	-42.86%
31 Dec, 22	26	18.18%	1,104,033	1.15%	42.82%	2.36%	9	125.00%	7	-12.50%
30 Sep, 22	22	4.76%	1,091,506	-0.51%	42.59%	2.36%	4	-42.86%	8	100.00%
30 Jun, 22	21	-8.70%	1,097,090	-5.17%	42.45%	2.15%	7	16.67%	4	-
31 Mar, 22	23	-11.54%	1,156,949	-0.90%	44.46%	2.18%	6	-25.00%	4	-50.00%
31 Dec, 21	26	8.33%	1,167,444	2.65%	45.20%	2.34%	8	60.00%	8	14.29%
30 Sep, 21	24	-4.00%	1,137,354	-1.60%	43.96%	2.20%	5	-50.00%	7	-
30 Jun, 21	25	4.17%	1,155,803	0.19%	44.75%	2.22%	10	-9.09%	7	75.00%
31 Mar, 21	24	14.29%	1,153,605	1.37%	44.90%	2.28%	11	120.00%	4	33.33%
31 Dec, 20	21	-	1,137,994	2.46%	44.41%	2.36%	5	-37.50%	3	-50.00%
30 Sep, 20	21	-4.55%	1,110,648	5.95%	43.33%	2.58%	8	-	6	50.00%
30 Jun, 20	22	10.00%	1,048,238	1.56%	40.95%	2.49%	8	14.29%	4	-42.86%
31 Mar, 20	20	-16.67%	1,032,120	-0.40%	40.59%	2.41%	7	-22.22%	7	250.00%
31 Dec, 19	24	4.35%	1,036,273	1.51%	41.00%	2.51%	9	28.57%	2	-71.43%
30 Sep, 19	23	4.55%	1,020,870	2.03%	40.41%	2.57%	7	-41.67%	7	250.00%
30 Jun, 19	22	10.00%	1,000,553	2.60%	39.67%	2.64%	12	100.00%	2	-66.67%
31 Mar, 19	20	-4.76%	975,236	0.98%	38.76%	2.59%	6	-50.00%	6	100.00%
31 Dec, 18	21	-16.00%	965,747	9.03%	38.66%	3.09%	12	20.00%	3	-40.00%
30 Sep, 18	25	13.64%	885,777	2.26%	35.39%	2.92%	10	-23.08%	5	150.00%
30 Jun, 18	22	37.50%	866,164	4.21%	34.80%	3.20%	13	160.00%	2	-33.33%
31 Mar, 18	16	-15.79%	831,144	0.31%	32.98%	3.03%	5	-37.50%	3	-40.00%
31 Dec, 17	19	-5.00%	828,596	0.24%	33.01%	3.04%	8	-33.33%	5	150.00%
30 Sep, 17	20	17.65%	826,642	3.22%	32.97%	3.22%	12	33.33%	2	-
30 Jun, 17	17	6.25%	800,879	-1.46%	32.02%	3.03%	9	80.00%	2	-50.00%
31 Mar, 17	16	-	812,744	-2.53%	32.51%	2.92%	5	-	4	33.33%
31 Dec, 16	16	-	833,813	2.35%	33.37%	3.12%	5	150.00%	3	-25.00%
30 Sep, 16	16	6.67%	814,697	0.57%	32.72%	3.07%	2	-33.33%	4	100.00%
30 Jun, 16	15	-	810,080	1.71%	32.65%	3.16%	3	-25.00%	2	-
31 Mar, 16	15	-	796,487	-0.06%	32.14%	3.12%	4	-50.00%	2	-
31 Dec, 15	15	36.36%	796,967	19.42%	32.11%	4.38%	8	100.00%	-	-100.00%
30 Sep, 15	11	10.00%	667,347	0.13%	27.07%	3.84%	4	-	2	100.00%
30 Jun, 15	10	-16.67%	666,501	-2.56%	26.54%	3.62%	4	33.33%	1	-
31 Mar, 15	12	-20.00%	683,999	-0.53%	27.09%	3.62%	3	-50.00%	1	-
31 Dec, 14	15	15.38%	687,625	2.27%	27.36%	3.83%	6	100.00%	1	-50.00%
30 Sep, 14	13	8.33%	672,366	1.09%	26.72%	3.81%	3	-	2	-
30 Jun, 14	12	-	665,105	2.26%	26.50%	3.94%	3	-25.00%	-	-100.00%
31 Mar, 14	12	9.09%	650,393	0.25%	25.94%	3.95%	4	100.00%	1	-66.67%
31 Dec, 13	11	10.00%	648,751	-0.04%	25.62%	4.16%	2	-50.00%	3	-
30 Sep, 13	10	-	649,005	10.30%	24.81%	4.83%	4	-20.00%	-	-
30 Jun, 13	10	100.00%	588,410	78.40%	22.67%	13.95%	5	-	-	-
31 Mar, 13	5	-16.67%	329,830	-43.42%	12.75%	2.51%	-	-100.00%	-	-
31 Dec, 12	6	50.00%	582,913	13.91%	22.53%	5.76%	5	25.00%	-	-
30 Sep, 12	4	-	511,713	-	19.78%	-	4	-	-	-

Sound Financial Bancorp Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	Carney Robert F	director	-	S-Sale	Sell	925	$45.00	$41.63K	6,934
May 15, 2024	Haddad David S Jr	director	-	S-Sale	Sell	564	$39.30	$22.17K	3,928
May 13, 2024	Haddad David S Jr	director	-	S-Sale	Sell	236	$39.70	$9.37K	4,492
Feb 02, 2024	STILWELL JOSEPH	10 percent owner	-	P-Purchase	Buy	1,303	$39.00	$50.82K	216,625

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 02, 2024	STILWELL JOSEPH	10 percent owner	-	P-Purchase	Buy	1,303	$39.00	$50.82K	216,625

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	Carney Robert F	director	-	S-Sale	Sell	925	$45.00	$41.63K	6,934
Aug 09, 2024	Stewart Laura Lee	director, officer	President and CEO	F-InKind	Sell	5,053	$43.11	$217.83K	63,402
Aug 09, 2024	Stewart Laura Lee	director, officer	President and CEO	M-Exempt	Sell	11,864	$18.36	$217.82K	-
May 15, 2024	Haddad David S Jr	director	-	S-Sale	Sell	564	$39.30	$22.17K	3,928
May 13, 2024	Haddad David S Jr	director	-	S-Sale	Sell	236	$39.70	$9.37K	4,492
Jan 30, 2024	Haddad David S Jr	director	-	A-Award	Sell	250	-	-	4,728
Jan 30, 2024	Sweeney James E	director	-	A-Award	Sell	250	-	-	13,696

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	Carney Robert F	director	-	S-Sale	Sell	925	$45.00	$41.63K	6,934
Aug 09, 2024	Stewart Laura Lee	director, officer	President and CEO	M-Exempt	Buy	11,864	$18.36	$217.82K	68,455
Aug 09, 2024	Stewart Laura Lee	director, officer	President and CEO	F-InKind	Sell	5,053	$43.11	$217.83K	63,402
Aug 09, 2024	Stewart Laura Lee	director, officer	President and CEO	M-Exempt	Sell	11,864	$18.36	$217.82K	-
Jun 05, 2024	Porcelli Corissa B.	director			Buy	-	-	-	-
May 15, 2024	Haddad David S Jr	director	-	S-Sale	Sell	564	$39.30	$22.17K	3,928
May 13, 2024	Haddad David S Jr	director	-	S-Sale	Sell	236	$39.70	$9.37K	4,492
Feb 02, 2024	STILWELL JOSEPH	10 percent owner	-	P-Purchase	Buy	1,303	$39.00	$50.82K	216,625
Jan 30, 2024	Carney Robert F	director	-	A-Award	Buy	250	-	-	7,859
Jan 30, 2024	Carney Robert F	director	-	A-Award	Buy	265	$39.89	$10.57K	265
Jan 30, 2024	Haddad David S Jr	director	-	A-Award	Sell	250	-	-	4,728
Jan 30, 2024	Haddad David S Jr	director	-	A-Award	Buy	265	$39.89	$10.57K	265
Jan 30, 2024	Jones Debra	director	-	A-Award	Buy	250	-	-	27,653
Jan 30, 2024	Jones Debra	director	-	A-Award	Buy	265	$39.89	$10.57K	265
Jan 30, 2024	Myers Tyler K	director	-	A-Award	Buy	250	-	-	20,646
Jan 30, 2024	Myers Tyler K	director	-	A-Award	Buy	265	$39.89	$10.57K	265
Jan 30, 2024	Riojas Rogelio	director	-	A-Award	Buy	250	-	-	36,344
Jan 30, 2024	Riojas Rogelio	director	-	A-Award	Buy	265	$39.89	$10.57K	265
Jan 30, 2024	Sweeney James E	director	-	A-Award	Sell	250	-	-	13,696
Jan 30, 2024	Sweeney James E	director	-	A-Award	Buy	265	$39.89	$10.57K	265

The last insider sell of Sound Financial Bancorp's stock was made by Carney Robert F on Aug 12 2024, selling 925 shares at $45.00 per share (valued at $41.63K). The last insider buy of SFBC was made by STILWELL JOSEPH on Feb 02 2024, buying 1,303 shares at $39.00 per share (worth $50.82K).

Sound Financial Bancorp Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	3	33.33%
Q2 2024	-	2	-
Q1 2024	22	3	733.33%
Q4 2023	30	11	272.73%
Q3 2023	23	4	575.00%
Q2 2023	20	8	250.00%
Q1 2023	25	8	312.50%
Q4 2022	2	5	40.00%
Q3 2022	2	4	50.00%
Q2 2022	5	2	250.00%
Q1 2022	22	4	550.00%
Q4 2021	-	1	-
Q3 2021	3	3	100.00%
Q2 2021	2	3	66.67%
Q1 2021	29	11	263.64%
Q4 2020	2	4	50.00%
Q3 2020	1	1	100.00%
Q2 2020	3	7	42.86%
Q1 2020	29	8	362.50%
Q3 2019	1	4	25.00%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Sound Financial Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	1	-
Q2 2024	-	2	-
Q1 2024	3	-	-
Q4 2023	27	4	675.00%
Q3 2023	22	3	733.33%
Q2 2023	18	6	300.00%
Q1 2023	3	-	-
Q4 2022	-	3	-
Q3 2022	-	-	-
Q2 2022	5	-	-
Q1 2022	-	3	-
Q4 2021	-	1	-
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	-	5	-
Q4 2020	2	-	-
Q3 2020	-	-	-
Q2 2020	1	4	25.00%
Q1 2020	-	2	-
Q3 2019	-	3	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Sound Financial Bancorp's stocks.

Sound Financial Bancorp Peer Ownership

Ticker	Company
OFED	Oconee Federal Financial Corp.
LSBK	Lake Shore Bancorp, Inc.
FCAP	First Capital, Inc.
FNWD	Finward Bancorp
CWBC	Community West Bancshares
FFNW	First Financial Northwest, Inc.
HMNF	HMN Financial, Inc.
HVBC	HV Bancorp, Inc.
HFBL	Home Federal Bancorp, Inc. of Louisiana
FNWB	First Northwest Bancorp
FRAF	Franklin Financial Services Corporation

SFBC Ownership FAQ

Who Owns Sound Financial Bancorp?

Sound Financial Bancorp is owned by institutional shareholders (42.54%), insiders (16.68%), and public (40.78%). The largest institutional shareholder of Sound Financial Bancorp is STILWELL VALUE LLC (16.15% of total shares) and the top mutual fund owner is WASATCH FUNDS TRUST (0.01% of total shares).

Who are the major institutional shareholders of Sound Financial Bancorp?

Sound Financial Bancorp's major institutional shareholders are STILWELL VALUE LLC, FJ CAPITAL MANAGEMENT LLC, ALLIANCEBERNSTEIN L.P., M3F, INC., and OPPENHEIMER & CLOSE, LLC. The top five shareholders own together 34.92% of the company's share outstanding.

How many Sound Financial Bancorp shareholders are there?

As of Jun 2024, there are 26 institutional shareholders of Sound Financial Bancorp.

What percentage of Sound Financial Bancorp is owned by STILWELL VALUE LLC?

STILWELL VALUE LLC owns 410.02K shares of Sound Financial Bancorp, representing 16.15% of the company's total shares outstanding, valued at $17.63M (as of Jun 2024).

What percentage of Sound Financial Bancorp is owned by FJ CAPITAL MANAGEMENT LLC?

As of Jun 2024, FJ CAPITAL MANAGEMENT LLC holds 203.57K shares of Sound Financial Bancorp (SFBC), compromising 8.02% of the company, valued at $8.56M.

What percentage of Sound Financial Bancorp is owned by ALLIANCEBERNSTEIN L.P?

ALLIANCEBERNSTEIN L.P is the third largest holder of Sound Financial Bancorp. The company owns 143.08K of the company's shares outstanding (worth $6.15M).