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Institutional Ownership · SEC Form 13F

Who owns Sound Financial Bancorp, Inc. (SFBC)


Which tracked institutional funds hold SFBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFBC company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

49
Institutional holders
1M
Shares held (tracked funds)
48.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on SFBC is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 2 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SFBC’s largest tracked holder by dollar value, STILWELL VALUE LLC, sizes it at 19.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 19.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SFBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 49 tracked filers holding SFBC, 23 increased or opened the position and 18 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SFBC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • VANGUARD CAPITAL MANAGEMENT LLC$5M
  • GOLDMAN SACHS GROUP INC$613K
  • VANGUARD PORTFOLIO MANAGEMENT LLC$542K

Full exits 1

  • VANGUARD GROUP INC$2M

Largest adds

  • ALLIANCEBERNSTEIN L.P.$976K
  • GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$806K
  • BlackRock, Inc.$395K

Largest trims

  • GEODE CAPITAL MANAGEMENT, LLC$255K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
STILWELL VALUE LLC410,019$18M30.9%2026-Q1
ALLIANCEBERNSTEIN L.P. added179,871$8M13.5%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added108,616$5M8.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new103,156$5M7.8%2026-Q1
BlackRock, Inc. added101,298$4M7.6%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC52,365$2M3.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed43,265$2M3.3%2026-Q1
Pacific Sage Partners, LLC trimmed36,191$2M2.7%2026-Q1
Oppenheimer & Close, LLC32,645$1M2.5%2026-Q1
STATE STREET CORP added21,855$955K1.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP19,623$858K1.5%2026-Q1
NORTHERN TRUST CORP added17,210$752K1.3%2026-Q1
Financial Insights, Inc.14,897$651K1.1%2026-Q1
GOLDMAN SACHS GROUP INC new14,032$613K1.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new12,402$542K0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new11,271$493K0.8%2026-Q1
Pinnacle Holdings, LLC7,180$314K0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC6,450$282K0.5%2026-Q1
Empowered Funds, LLC6,450$282K0.5%2026-Q1
MORGAN STANLEY added5,863$256K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed5,831$255K0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed5,675$248K0.4%2026-Q1
Bank of New York Mellon Corp5,376$235K0.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP5,169$226K0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added3,826$164K0.3%2026-Q1
BARCLAYS PLC trimmed3,162$138K0.2%2026-Q1
RHUMBLINE ADVISERS added2,885$126K0.2%2026-Q1
Russell Investments Group, Ltd. added2,875$126K0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,200$96K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,036$45K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,009$44K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed880$39K0.1%2026-Q1
Vanguard Global Advisers, LLC new835$36K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey738$32K0.1%2026-Q1
UBS Group AG added716$31K0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added676$30K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added577$25K0.0%2026-Q1
Tower Research Capital LLC (TRC) added525$23K0.0%2026-Q1
Ameritas Investment Partners, Inc.219$10K0.0%2026-Q1
Legal & General Group Plc193$8K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed190$8K0.0%2026-Q1
FMR LLC added169$7K0.0%2026-Q1
CITIGROUP INC trimmed99$4K0.0%2026-Q1
Sterling Capital Management LLC trimmed71$3K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed15$6560.0%2026-Q1
Cornerstone Planning Group LLC new9$3790.0%2026-Q1
Farther Finance Advisors, LLC trimmed8$3350.0%2026-Q1
GAMMA Investing LLC new7$3060.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC new2$870.0%2026-Q1
VANGUARD GROUP INC added47,217$2M3.5%2025-Q4 stale
Arcus Capital Partners, LLC trimmed8,250$360K0.6%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added6,575$330K0.6%2025-Q1 stale
FJ Capital Management LLC trimmed6,199$285K0.5%2025-Q2 stale
BEESE FULMER INVESTMENT MANAGEMENT, INC. trimmed5,200$239K0.4%2025-Q2 stale
FNY Investment Advisers, LLC trimmed2,000$92K0.2%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added1,725$75K0.1%2025-Q4 stale
Operose Advisors LLC new497$25K0.0%2025-Q1 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed130$6K0.0%2025-Q4 stale
AMALGAMATED BANK trimmed67$3K0.0%2025-Q4 stale
JONES FINANCIAL COMPANIES LLLP41$2K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership