| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FJ Capital Management LLC | 4.6% | $6,078,807 | 118,866 | FJ Capital Management LLC | 30 Sep 2024 | |||
| ALLIANCEBERNSTEIN L.P. | 3.5% | $4,099,658 | 89,123 | AllianceBernstein L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 44 institutional investors reported holding 953,911 shares of Sound Financial Bancorp, Inc. - Common Stock (SFBC). This represents 37% of the company’s total 2,546,371 outstanding shares.
The largest institutional shareholders of Sound Financial Bancorp, Inc. - Common Stock (SFBC) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 16% | 410,019 | 0% | 8.9% | $18,885,475 |
| BlackRock, Inc. | 4.3% | 110,078 | +8.5% | 0% | $5,070,193 |
| ALLIANCEBERNSTEIN L.P. | 3.6% | 92,003 | +3.2% | 0% | $4,237,658 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2.1% | 52,365 | 0% | 0.05% | $2,411,932 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 49,308 | -2.4% | 0% | $2,271,433 |
| VANGUARD GROUP INC | 1.8% | 46,848 | -1.2% | 0% | $2,157,818 |
| Oppenheimer & Close, LLC | 1.3% | 32,645 | 0% | 1% | $1,503,629 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 0.95% | 24,066 | +358% | 1.1% | $1,108,483 |
| STATE STREET CORP | 0.86% | 21,958 | +12% | 0% | $1,011,385 |
| DIMENSIONAL FUND ADVISORS LP | 0.77% | 19,588 | 0% | 0% | $902,281 |
| NORTHERN TRUST CORP | 0.71% | 18,014 | -2.5% | 0% | $829,725 |
| Arcus Capital Partners, LLC | 0.34% | 8,593 | 0% | 0.17% | $395,794 |
| Pinnacle Holdings, LLC | 0.28% | 7,180 | -6.9% | 0.12% | $330,711 |
| Empowered Funds, LLC | 0.25% | 6,450 | +0.4% | 0% | $297,087 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.25% | 6,450 | +0.4% | 0.01% | $297,087 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 6,412 | 0% | 0% | $295,337 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.23% | 5,874 | 0% | 0% | $270,556 |
| Bank of New York Mellon Corp | 0.22% | 5,509 | +19% | 0% | $253,745 |
| Pacific Sage Partners, LLC | 0.21% | 5,371 | 0% | 0.04% | $247,388 |
| MORGAN STANLEY | 0.18% | 4,461 | +29% | 0% | $205,476 |
| BARCLAYS PLC | 0.16% | 4,048 | +2.4% | 0% | $186,452 |
| RHUMBLINE ADVISERS | 0.12% | 3,123 | -19% | 0% | $143,841 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.09% | 2,200 | 0% | 0% | $101,332 |
| FNY Investment Advisers, LLC | 0.08% | 2,000 | -79% | 0.03% | $92,000 |
| WELLS FARGO & COMPANY/MN | 0.07% | 1,869 | +36% | 0% | $86,087 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 126,538 | $5,520,834 | +$4,144,500 | $43.63 | 2 |
| 2025 Q3 | 953,911 | $43,937,308 | +$641,463 | $46.06 | 44 |
| 2025 Q2 | 954,755 | $43,917,810 | +$1,252,057 | $46.00 | 42 |
| 2025 Q1 | 926,501 | $46,463,805 | +$520,858 | $50.15 | 27 |
| 2024 Q4 | 915,583 | $48,205,125 | +$298,181 | $52.65 | 29 |
| 2024 Q3 | 909,669 | $48,667,149 | -$8,134,426 | $53.50 | 29 |
| 2024 Q2 | 1,090,625 | $46,807,813 | +$167,099 | $43.00 | 27 |
| 2024 Q1 | 1,086,907 | $44,176,484 | +$77,188 | $40.69 | 25 |
| 2023 Q4 | 1,084,988 | $42,313,918 | +$870,295 | $39.00 | 24 |
| 2023 Q3 | 1,063,231 | $39,284,413 | -$29,748 | $36.95 | 23 |
| 2023 Q2 | 1,075,079 | $38,189,398 | -$1,425,081 | $35.50 | 26 |
| 2023 Q1 | 1,104,327 | $40,869,797 | -$6,285 | $37.01 | 21 |
| 2022 Q4 | 1,103,997 | $43,459,363 | +$281,455 | $39.27 | 25 |
| 2022 Q3 | 1,091,491 | $44,211,721 | -$225,629 | $40.52 | 22 |
| 2022 Q2 | 1,097,074 | $41,618,365 | -$2,299,038 | $37.95 | 21 |
| 2022 Q1 | 1,156,933 | $44,085,611 | -$639,798 | $38.11 | 23 |
| 2021 Q4 | 1,167,423 | $51,385,640 | +$411,654 | $44.00 | 26 |
| 2021 Q3 | 1,137,310 | $51,138,410 | -$836,919 | $44.94 | 23 |
| 2021 Q2 | 1,147,034 | $52,199,177 | +$111,953 | $45.98 | 23 |
| 2021 Q1 | 1,153,590 | $48,022,945 | +$736,852 | $41.63 | 23 |
| 2020 Q4 | 1,137,980 | $36,143,843 | +$906,565 | $31.75 | 21 |
| 2020 Q3 | 1,110,634 | $32,864,113 | +$1,723,442 | $29.63 | 21 |
| 2020 Q2 | 1,044,145 | $25,162,000 | +$293,688 | $24.15 | 21 |
| 2020 Q1 | 1,032,105 | $21,830,000 | -$410,208 | $21.02 | 20 |
| 2019 Q4 | 1,036,231 | $37,318,000 | +$553,795 | $36.00 | 23 |
| 2019 Q3 | 1,020,853 | $36,843,000 | +$735,200 | $36.06 | 22 |
| 2019 Q2 | 1,000,553 | $34,163,000 | +$864,931 | $34.15 | 22 |
| 2019 Q1 | 975,236 | $33,117,000 | +$373,398 | $33.95 | 20 |
| 2018 Q4 | 964,244 | $31,385,000 | +$2,239,977 | $32.55 | 20 |
| 2018 Q3 | 884,274 | $34,970,000 | +$726,199 | $39.55 | 24 |
| 2018 Q2 | 866,164 | $33,537,000 | +$1,355,419 | $38.75 | 22 |
| 2018 Q1 | 831,144 | $29,979,000 | +$147,501 | $36.74 | 16 |
| 2017 Q4 | 828,596 | $28,235,000 | +$60,834 | $34.02 | 19 |
| 2017 Q3 | 826,642 | $28,011,000 | +$871,291 | $34.00 | 20 |
| 2017 Q2 | 800,879 | $24,411,000 | -$363,855 | $30.49 | 17 |
| 2017 Q1 | 812,744 | $25,689,000 | -$287,526 | $31.74 | 16 |
| 2016 Q4 | 833,813 | $23,344,000 | +$276,716 | $27.99 | 16 |
| 2016 Q3 | 814,697 | $19,838,000 | +$112,467 | $24.21 | 16 |
| 2016 Q2 | 810,080 | $19,398,000 | +$325,161 | $23.94 | 15 |
| 2016 Q1 | 796,487 | $18,169,000 | -$11,723 | $22.90 | 15 |
| 2015 Q4 | 796,967 | $18,012,000 | +$76,629 | $22.64 | 15 |
| 2015 Q3 | 667,155 | $13,441,000 | +$15,371 | $20.12 | 10 |
| 2015 Q2 | 666,501 | $14,050,000 | -$379,653 | $20.99 | 10 |
| 2015 Q1 | 683,920 | $13,277,000 | -$64,911 | $19.46 | 11 |
| 2014 Q4 | 687,546 | $12,730,851 | +$268,203 | $18.16 | 14 |
| 2014 Q3 | 672,366 | $12,010,000 | +$129,153 | $17.95 | 13 |
| 2014 Q2 | 665,018 | $11,584,000 | +$256,982 | $17.49 | 11 |
| 2014 Q1 | 650,393 | $11,275,000 | +$28,901 | $17.40 | 12 |