Who owns Sound Financial Bancorp (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened SFBC while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.1pp 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 2026-Q1 and 2026-Q2, across 42 tracked filers holding SFBC, 17 increased or opened the position and 26 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 1
- MILLENNIUM MANAGEMENT LLC$842K
Full exits 1
- VANGUARD PORTFOLIO MANAGEMENT LLC$542K
Largest adds
- ALLIANCEBERNSTEIN L.P.$2M
- UBS Group AG$403K
Largest trims
- BlackRock, Inc.$3M
- GEODE CAPITAL MANAGEMENT, LLC$869K
- STATE STREET CORP$713K
- NORTHERN TRUST CORP$548K
- VANGUARD CAPITAL MANAGEMENT LLC$375K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STILWELL VALUE LLC | 410,019 | $18M | 32.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 215,780 | $9M | 17.1% | 2026-Q2 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added | 113,257 | $5M | 8.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 95,890 | $4M | 7.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 51,743 | $2M | 4.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 37,496 | $2M | 2.9% | 2026-Q2 |
| Pacific Sage Partners, LLC | 36,191 | $2M | 2.8% | 2026-Q2 |
| Oppenheimer & Close, LLC | 32,645 | $1M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 23,720 | $1M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 19,968 | $861K | 1.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 19,532 | $842K | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,619 | $716K | 1.3% | 2026-Q2 |
| Financial Insights, Inc. | 14,897 | $642K | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 10,527 | $454K | 0.8% | 2026-Q2 |
| UBS Group AG added | 10,071 | $434K | 0.8% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 7,139 | $308K | 0.6% | 2026-Q2 |
| Empowered Funds, LLC | 6,450 | $278K | 0.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6,450 | $278K | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 6,000 | $259K | 0.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 5,625 | $242K | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,190 | $224K | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,169 | $223K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,748 | $205K | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 4,191 | $181K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,996 | $129K | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,200 | $95K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,881 | $81K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 949 | $41K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 835 | $36K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 676 | $29K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 403 | $17K | 0.0% | 2026-Q2 |
| FMR LLC added | 334 | $14K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 231 | $10K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 227 | $10K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 156 | $7K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 53 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 24 | $1K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 12 | $518 | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC new | 12 | $517 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8 | $345 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 2 | $86 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 2 | $86 | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,402 | $542K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,831 | $255K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp | 5,376 | $235K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 3,826 | $164K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,009 | $44K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Police & Firemen's Retirement System of New Jersey | 738 | $32K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Investment Partners, Inc. | 219 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc | 193 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC trimmed | 99 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sterling Capital Management LLC trimmed | 71 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Planning Group LLC new | 9 | $379 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC trimmed | 8 | $335 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 47,217 | $2M | 3.7% | 2025-Q4 stale (2 quarters behind) |
| Arcus Capital Partners, LLC trimmed | 8,250 | $360K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 1,725 | $75K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 130 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 67 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP | 41 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FNY Investment Advisers, LLC trimmed | 2,000 | $92K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FJ Capital Management LLC trimmed | 6,199 | $285K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. trimmed | 5,200 | $239K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.