SEC 13F Intelligence

SFBCSOUND FINL BANCORP INC

CUSIP 83607A100 · Yahoo Finance ↗ · Google Finance ↗

Sound Finl Bancorp Inc (SFBC) has 48 institutional holders in Filings Flow’s 13F database, together reporting 1.24M shares worth $54M as of Q1 2026. The largest reported holders are Stilwell Value LLC, Alliancebernstein L.P., and Graham Capital Wealth Management, LLC.

Institutional Holders
48
Q1 2026
Reported Value
$54M
Ticker
SFBC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 16Q4 ’18Q1 ’19: 16Q2 ’19: 19Q2 ’19Q3 ’19: 19Q2 ’21: 18Q2 ’21Q4 ’21: 19Q4 ’22: 16Q4 ’22Q4 ’25: 44Q1 ’26: 48Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $35MQ4 ’18Q1 ’19: $29MQ2 ’19: $30MQ2 ’19Q3 ’19: $33MQ2 ’21: $52MQ2 ’21Q4 ’21: $46MQ4 ’22: $30MQ4 ’22Q4 ’25: $47MQ1 ’26: $54MQ1 ’26Q2 ’26: $328,248filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stilwell Value LLC$167M AUM10.74%$18M410.0KQ1 2026OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM4.22%$5M108.6KQ1 2026OLDER
Oppenheimer & Close, LLC$159M AUM0.90%$1M32.6KQ1 2026OLDER
Pacific Sage Partners, LLC$636M AUM0.25%$2M36.2KQ1 2026OLDER
Financial Insights, Inc.$309M AUM0.21%$651,14814.9KQ1 2026OLDER
Arcus Capital Partners, LLC$278M AUM0.17%$395,7948.6KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.05%$2M52.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$281,9306.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$8M179.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$281,9306.5KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$22,948525Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$248,0545.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$9,572219Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$32,258738Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$857,85019.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$125,6662.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$96,1622.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$492,65511.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M43.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$5M103.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$126,0972.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$752,24817.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$4M101.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$613,33914.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$44,1031.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$3,10371Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$3799Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$234,9855.4KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$225,9375.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$254,8735.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,03524Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$138,2103.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$955,28221.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$2M47.2KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$542,09112.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$36,498835Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$216,8735.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$25,221577Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$45,2831.0KQ2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$29,548676Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5,672130Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$75,2621.7KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$31,297716Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3358Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$39,010880Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$8,436193Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4,32799Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8,000190Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,78941Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$7,388169Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$65615Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$872Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.