SFBC Institutional Ownership & Shareholders
SOUND FINANCIAL BANCORP INC (SFBC) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stilwell Value Llc is currently the largest disclosed institutional shareholder of SFBC tracked by InsiderSet, reporting ownership valued at approximately $17.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.14M, representing an estimated gain of +2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed SFBC value among the investors covered in this analysis. Major shareholders include Stilwell Value Llc, Alliancebernstein L.P., Graham Capital Wealth Management, Llc, and several other long-term asset managers with concentrated positions in SOUND FINANCIAL BANCORP INC (SFBC).
This page ranks the largest institutional SFBC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$50.82M
Largest Holder
Stilwell Value Llc
Largest Position
$17.68M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stilwell Value Llc | 10.14% | 410,019 | $17,675,919 | $18,135,140 | +$459,221 | +2.60% | |
| Alliancebernstein L.P. | 0.00% | 215,780 | $9,431,744 | $9,543,949 | +$112,205 | +1.19% | |
| Graham Capital Wealth Management, Llc | 3.91% | 112,207 | $5,010,042 | $4,962,916 | -$47,126 | -0.94% | |
| Vanguard Capital Management Llc | 0.00% | 95,890 | $4,133,818 | $4,241,215 | +$107,397 | +2.60% | |
| Kennedy Capital Management Llc | 0.04% | 51,743 | $2,230,641 | $2,288,593 | +$57,952 | +2.60% | |
| Blackrock, Inc. | 0.00% | 37,496 | $1,616,452 | $1,658,448 | +$41,996 | +2.60% | |
| Pacific Sage Partners, Llc | 0.22% | 36,191 | $1,615,928 | $1,600,728 | -$15,200 | -0.94% | |
| Oppenheimer & Close, Llc | 0.89% | 32,645 | $1,407,326 | $1,443,888 | +$36,562 | +2.60% | |
| Geode Capital Management, Llc | 0.00% | 23,720 | $1,022,875 | $1,049,136 | +$26,261 | +2.57% | |
| Dimensional Fund Advisors Lp | 0.00% | 19,968 | $860,811 | $883,185 | +$22,374 | +2.60% | |
| Millennium Management Llc | 0.00% | 19,532 | $842,025 | $863,900 | +$21,875 | +2.60% | |
| Goldman Sachs Group Inc | 0.00% | 16,619 | $716,445 | $735,058 | +$18,613 | +2.60% | |
| Financial Insights, Inc. | 0.17% | 14,897 | $665,151 | $658,894 | -$6,257 | -0.94% | |
| Vanguard Fiduciary Trust Co | 0.00% | 10,527 | $453,819 | $465,609 | +$11,790 | +2.60% | |
| Ubs Group Ag | 0.00% | 10,071 | $434,161 | $445,440 | +$11,279 | +2.60% | |
| Pinnacle Holdings, Llc | 0.09% | 7,139 | $307,762 | $315,758 | +$7,996 | +2.60% | |
| Bridgeway Capital Management, Llc | 0.00% | 6,450 | $278,060 | $285,284 | +$7,224 | +2.60% | |
| Empowered Funds, Llc | 0.00% | 6,450 | $278,060 | $285,284 | +$7,224 | +2.60% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 6,000 | $258,660 | $265,380 | +$6,720 | +2.60% |
| State Street Corp | 0.00% | 5,625 | $242,494 | $248,794 | +$6,300 | +2.60% | |
| Morgan Stanley | 0.00% | 5,190 | $223,761 | $229,554 | +$5,793 | +2.59% | |
| Wellington Management Group Llp | 0.00% | 5,169 | $222,836 | $228,625 | +$5,789 | +2.60% | |
| Northern Trust Corp | 0.00% | 4,748 | $204,686 | $210,004 | +$5,318 | +2.60% | |
| Russell Investments Group, Ltd. | 0.00% | 4,191 | $180,668 | $185,368 | +$4,700 | +2.60% | |
| Barclays Plc | 0.00% | 2,996 | $129,157 | $132,513 | +$3,356 | +2.60% | |
| New York State Common Retirement Fund | 0.00% | 2,200 | $94,842 | $97,306 | +$2,464 | +2.60% | |
| Bnp Paribas Financial Markets | 0.00% | 1,881 | $81,090 | $83,197 | +$2,107 | +2.60% | |
| Rhumbline Advisers | 0.00% | 949 | $40,911 | $41,974 | +$1,063 | +2.60% | |
| Vanguard Global Advisers, Llc | 0.00% | 835 | $35,997 | $36,932 | +$935 | +2.60% | |
| Acadian Asset Management Llc | 0.00% | 750 | $31,000 | $33,173 | +$2,173 | +7.01% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 676 | $29,548 | $29,899 | +$351 | +1.19% | |
| Royal Bank Of Canada | 0.00% | 403 | $17,000 | $17,825 | +$825 | +4.85% | |
| Fmr Llc | 0.00% | 334 | $14,400 | $14,773 | +$373 | +2.59% | |
| Pnc Financial Services Group, Inc. | 0.00% | 231 | $9,958 | $10,217 | +$259 | +2.60% | |
| Wells Fargo & Company/Mn | 0.00% | 227 | $9,786 | $10,040 | +$254 | +2.60% | |
| Tower Research Capital Llc (Trc) | 0.00% | 156 | $6,725 | $6,900 | +$175 | +2.60% | |
| Arax Advisory Partners | 0.00% | 53 | $2,285 | $2,344 | +$59 | +2.59% | |
| Gamma Investing Llc | 0.00% | 19 | $848 | $840 | -$8 | -0.90% | |
| Physician Wealth Advisors, Inc. | 0.00% | 12 | $536 | $531 | -$5 | -0.98% | |
| Bogart Wealth, Llc | 0.00% | 12 | $517 | $531 | +$14 | +2.66% | |
| Jpmorgan Chase & Co | 0.00% | 8 | $345 | $354 | +$9 | +2.56% | |
| Nisa Investment Advisors, Llc | 0.00% | 2 | $89 | $88 | -$1 | -0.61% | |
| Transamerica Financial Advisors, Llc | 0.00% | 2 | $86 | $88 | +$2 | +2.86% |
Frequently asked questions about SFBC
Who are the largest institutional holders of SFBC?
The largest institutional holders of SFBC reported in the latest SEC Form 13F filings include Stilwell Value Llc, Alliancebernstein L.P., Graham Capital Wealth Management, Llc, Vanguard Capital Management Llc, and Kennedy Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SFBC position.
What is SFBC institutional ownership?
This page tracks SFBC positions reported by institutional investment managers through SEC Form 13F. SOUND FINANCIAL BANCORP INC (SFBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SFBC?
InsiderSet currently tracks 43 institutional managers reporting SFBC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SFBC shareholders.
How much SFBC stock do institutions own?
Institutional investment managers disclosed approximately $50.82M in SFBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SFBC institutional ownership last updated?
The latest SFBC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SFBC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SFBC position after the reporting date.
Are institutions buying or selling SFBC?
Institutional buying and selling can be analyzed by comparing SFBC positions across consecutive 13F reporting periods. InsiderSet's SFBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SFBC ownership changes.
How has SFBC institutional ownership changed over time?
InsiderSet tracks SFBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.