Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?

Sound Financial Bancorp Ownership Summary

Sound Financial Bancorp is owned by 35.75% institutional investors, 16.67% insiders, and 47.58% 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	35.75%	16.67%	47.58%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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 %
Sep 30, 2024	29	7.41%	909,669	-16.59%	35	1.94%	13	18.18%	11	37.50%
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%

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	17.35K	0.72%	22.00
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	6.52K	0.27%	-198.00
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

Who Owns Sound Financial Bancorp?

Sound Financial Bancorp shareholders are primarily institutional investors at 35.75%, followed by 16.67% insiders and 47.58% retail investors. The average institutional ownership in Sound Financial Bancorp's industry, Regional Banks Stocks, is 51.67%, which Sound Financial Bancorp falls below.

Who owns the most shares of Sound Financial Bancorp?

Sound Financial Bancorp’s largest shareholders are Stilwell value (410.02K shares, 16.15%), Fj capital management (203.57K shares, 8.02%), and Alliancebernstein (143.08K shares, 5.63%). Together, they hold 29.80% of Sound Financial Bancorp’s total shares outstanding.

Does Blackrock own Sound Financial Bancorp?

Yes, BlackRock owns 1.03% of Sound Financial Bancorp, totaling 26.14K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.12M$. In the last quarter, BlackRock increased its holdings by 62 shares, a 0.24% change.

Who is Sound Financial Bancorp’s biggest shareholder by percentage of total assets invested?

Stilwell value is Sound Financial Bancorp’s biggest shareholder by percentage of total assets invested, with 9.18% of its assets in 410.02K Sound Financial Bancorp shares, valued at 17.63M$.

Who is the top mutual fund holder of Sound Financial Bancorp shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Sound Financial Bancorp shares, with 1.12% of its total shares outstanding invested in 26.75K Sound Financial Bancorp shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools