Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?
Sound Financial Bancorp Ownership Summary
Sound Financial Bancorp is owned by 42.54% institutional investors, 16.67% insiders, and 40.79% retail investors. Stilwell value is the largest institutional shareholder, holding 16.15% of SFBC shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.12% of its assets in Sound Financial Bancorp shares.
SFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sound Financial Bancorp | 42.54% | 16.67% | 40.79% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 16.15% | $17.63M |
| Fj capital management | 203.57K | 8.02% | $8.56M |
| Alliancebernstein | 143.08K | 5.63% | $6.15M |
| Oppenheimer & close | 35.95K | 1.42% | $1.55M |
| Vanguard group | 27.47K | 1.08% | $1.18M |
| Blackrock | 26.14K | 1.03% | $1.12M |
| Bridgeway capital management | 23.07K | 0.91% | $1.01M |
| Geode capital management | 22.48K | 0.89% | $988.41K |
| Financial insights | 17.90K | 0.70% | $769.57K |
| Dimensional fund advisors lp | 16.81K | 0.66% | $739.01K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stilwell value | 410.02K | 9.18% | $17.63M |
| Oppenheimer & close | 35.95K | 1.36% | $1.55M |
| Fj capital management | 203.57K | 0.90% | $8.56M |
| Greenwich investment management | 10.39K | 0.41% | $446.68K |
| Graham capital wealth management | 5.83K | 0.34% | $250.78K |
| Financial insights | 17.90K | 0.21% | $769.57K |
| Pinnacle | 7.71K | 0.14% | $335.34K |
| Pacific sage partners | 5.37K | 0.06% | $236.11K |
| Bridgeway capital management | 23.07K | 0.02% | $1.01M |
| Empowered funds | 13.07K | 0.01% | $574.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 4.59K | - | 4.59K |
| Alliancebernstein | 143.08K | 0.00% | 1.72K |
| Geode capital management | 22.48K | 0.00% | 1.54K |
| Dimensional fund advisors lp | 16.81K | 0.00% | 1.12K |
| Empowered funds | 13.07K | 0.01% | 415.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -93.97K |
| Greenwich investment management | 10.39K | 0.41% | -1.30K |
| Wells fargo & company/mn | 498.00 | - | -520.00 |
| Graham capital wealth management | 5.83K | 0.34% | -419.00 |
| Northern trust | 5.06K | - | -176.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| State street | 4.59K | - | 4.59K | $202.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| M3f | -93.97K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 26 | 4.00% | 1,080,095 | -0.63% | 42 | 2.36% | 11 | 10.00% | 7 | 16.67% |
| Mar 31, 2024 | 25 | 4.17% | 1,086,907 | 0.18% | 42 | 2.35% | 10 | -23.08% | 6 | 100.00% |
| Dec 31, 2023 | 24 | 4.35% | 1,084,988 | 2.05% | 42 | 2.49% | 13 | 44.44% | 3 | -50.00% |
| Sep 30, 2023 | 23 | -11.54% | 1,063,231 | -1.10% | 41 | 2.38% | 9 | -25.00% | 6 | -14.29% |
| Jun 30, 2023 | 26 | 23.81% | 1,075,079 | -2.65% | 41 | 2.27% | 12 | 140.00% | 7 | 75.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 26.75K | 1.12% | - |
| iShares Core S&P Total US Stock Mkt ETF | 17.19K | 0.72% | - |
| Fidelity Extended Market Index | 12.94K | 0.54% | -304.00 |
| Bridgeway Omni Small-Cap Value N | 10.00K | 0.42% | - |
| Bridgeway Omni Small-Cap Value | 10.00K | 0.42% | - |
| Kennedy Bank Sector | 8.74K | 0.36% | 8.74K |
| EA Bridgeway Omni Small-Cap Value ETF | 7.40K | 0.31% | - |
| DFA US Core Equity 2 I | 5.60K | 0.23% | - |
| Fidelity Total Market Index | 4.11K | 0.17% | 619.00 |
| iShares Micro-Cap ETF | 3.95K | 0.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | Haddad David S Jr | - | Sell | $19.15K |
| Nov 07, 2024 | Sweeney James E | - | Sell | $12.53K |
| Nov 08, 2024 | Sweeney James E | - | Sell | $31.12K |
| Nov 08, 2024 | Haddad David S Jr | - | Sell | $2.20K |
| Nov 05, 2024 | Haddad David S Jr | - | Sell | $162.12 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | 3 | - |
| 2023 Q4 | 27 | 4 |
SFBC Ownership FAQ
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