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Sound Financial Bancorp, Inc. 13F holders

44 funds reported a position in Sound Financial Bancorp, Inc. in their 13F for the quarter ended 30 June 2026, together 1.2 million shares worth $50.6 million. Against the quarter before, 6 opened a position, 12 added, 15 trimmed and 11 sold out; together they sold a net 78,552 shares. The largest holders: Stilwell Value LLC, AllianceBernstein L.P. and Graham Capital Wealth Management, LLC.

Funds holding44-5 on Q1 2026
Shares they held1.2Mworth $50.6 million
Net sold on the quarter78,552 sharesabout $3.4 million at the funds' values
Funds buying to selling18 to 26opened or added, to cut or sold
Opened 6Added 12Held 11Trimmed 15Sold out 11
Opened: 6 fundsAdded: 12 fundsHeld: 11 fundsTrimmed: 15 fundsSold out: 11 funds

What each fund did in SFBC against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 29 funds, 909,669 shares29Q3 2024Q4 2024: 29 funds, 915,583 shares29Q4 2024Q1 2025: 27 funds, 926,501 shares27Q1 2025Q2 2025: 42 funds, 954,938 shares42Q2 2025Q3 2025: 45 funds, 970,480 shares45Q3 2025Q4 2025: 47 funds, 1.1 million shares47Q4 2025Q1 2026: 49 funds, 1.2 million shares49Q1 2026Q2 2026: 44 funds, 1.2 million shares44Q2 2026

Funds reporting a position in SFBC in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 6 reported a position in Sound Financial Bancorp, Inc.: 0 opened one, 0 added, 2 trimmed and 0 sold out, a net 1,055 shares sold.

FundChange in sharesShares nowStatusFiling
Graham Capital Wealth Management, LLC-1,050112,207trimmed13F
Gamma Investing LLC-519trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 4 reported a position in Sound Financial Bancorp, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 23,720 shares worth $1.0 million, 0.0% of its reported book. New this quarter: Millennium Management. In the quarter, 3 funds added or opened a position and 1 trimmed or sold out; together they bought a net 477 shares, about $20,564 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management23,720$1.0 million0.0%-19,545trimmed30 June 202613F
Millennium Management19,532$842,0250.0%+19,532new30 June 202613F
Renaissance Technologies6,000$258,6600.0%+325added30 June 202613F
FMR LLC334$14,4000.0%+165added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Stilwell Value LLC410,01935.01%$17.7 million10.14%no change13F
AllianceBernstein L.P.215,78018.43%$9.4 million0.00%+35,90913F
Graham Capital Wealth Management, LLC113,2579.67%$4.9 million3.77%+4,64113F
Vanguard Capital Management LLC95,8908.19%$4.1 million0.00%-7,26613F
Kennedy Capital Management LLC51,7434.42%$2.2 million0.04%-62213F
BlackRock, Inc.37,4963.20%$1.6 million0.00%-63,80213F
Pacific Sage Partners, LLC36,1913.09%$1.6 million0.22%no change13F
Oppenheimer & Close, LLC32,6452.79%$1.4 million0.89%no change13F
Geode Capital Management, LLC23,7202.03%$1.0 million0.00%-19,54513F
Dimensional Fund Advisors LP19,9681.71%$860,8110.00%+34513F
Millennium Management LLC19,5321.67%$842,0250.00%new13F
Goldman Sachs Group Inc.16,6191.42%$716,4450.00%+2,58713F
Financial Insights, Inc.14,8971.27%$642,2100.17%no change13F
Vanguard Fiduciary Trust Co.10,5270.90%$453,8190.00%-74413F
UBS Group AG10,0710.86%$434,1610.00%+9,35513F
Pinnacle Holdings, LLC7,1390.61%$307,7620.10%-4113F
Bridgeway Capital Management, LLC6,4500.55%$278,0600.01%no change13F
Empowered Funds, LLC6,4500.55%$278,0600.00%no change13F
Renaissance Technologies LLC6,0000.51%$258,6600.00%+32513F
State Street Corp.5,6250.48%$242,4940.00%-16,23013F
Morgan Stanley5,1900.44%$223,7610.00%-67313F
Wellington Management Group LLP5,1690.44%$222,8360.00%no change13F
Northern Trust Corp.4,7480.41%$204,6860.00%-12,46213F
Russell Investments Group, Ltd.4,1910.36%$180,6680.00%+1,31613F
Barclays PLC2,9960.26%$129,1570.00%-16613F
New York State Common Retirement Fund2,2000.19%$94,8420.00%no change13F
BNP Paribas Financial Markets1,8810.16%$81,0900.00%+1,30413F
Rhumbline Advisers9490.08%$40,9110.00%-1,93613F
Vanguard Global Advisers, LLC8350.07%$35,9970.00%no change13F
Acadian Asset Management LLC7500.06%$31,0000.00%-3,07613F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC6760.06%$29,1420.00%no change13F
Royal Bank of Canada4030.03%$17,0000.00%+21313F
FMR LLC3340.03%$14,4000.00%+16513F
PNC Financial Services Group, Inc.2310.02%$9,9580.00%+21613F
Wells Fargo & Company2270.02%$9,7860.00%-80913F
Tower Research Capital LLC (TRC)1560.01%$6,7250.00%-36913F
Arax Advisory Partners530.00%$2,2850.00%new13F
Gamma Investing LLC240.00%$1,0350.00%+1713F
Physician Wealth Advisors, Inc.120.00%$5180.00%new13F
Bogart Wealth, LLC120.00%$5170.00%new13F
JPMorgan Chase & Co.80.00%$3450.00%-87213F
Nisa Investment Advisors, LLC20.00%$860.00%no change13F
Transamerica Financial Advisors, LLC20.00%$860.00%new13F
Ameritas Investment Partners, Inc.00.00%$00.00%sold out13F
Bank of New York Mellon Corp00.00%$00.00%sold out13F
Charles Schwab Investment Management Inc.00.00%$00.00%sold out13F
Citigroup Inc.00.00%$00.00%sold out13F
Cornerstone Planning Group LLC00.00%$00.00%sold out13F
Farther Finance Advisors, LLC00.00%$00.00%sold out13F
Legal & General Group Plc00.00%$00.00%sold out13F
The 50 largest of the 44 funds that reported a position in SFBC in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/AAllianceBernstein L.P. and 1 other215,7808.4%30 June 2026passive, institutional (13d-1(b))EDGAR
17 February 202613GAllianceBernstein L.P. and 1 other157,4936.1%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
19 August 20262,000$47.01SEC
29 July 202665$44.32SEC
22 July 20262$43.75SEC
20 July 20267$46.88SEC
15 July 2026635$46.32SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 2,000 on 19 August 2026. A fail is an operational fact about settlement, not a position.