Sound Financial Bancorp Ownership | Who Owns Sound Financial Bancorp?

Sound Financial Bancorp Ownership Summary

Sound Financial Bancorp is owned by 35.40% institutional investors, 16.70% insiders, and 47.90% retail investors. Stilwell value is the largest institutional shareholder, holding 16.12% of SFBC shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.74% of its assets in Sound Financial Bancorp shares.

SFBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sound Financial Bancorp	35.40%	16.70%	47.90%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Stilwell value	410.02K	16.12%	$21.59M
Alliancebernstein	150.22K	5.90%	$7.91M
Fj capital management	108.09K	4.25%	$5.69M
Vanguard group	42.38K	1.67%	$2.23M
Oppenheimer & close	32.65K	1.28%	$1.72M
Blackrock funding, inc. /de	27.84K	1.09%	$1.47M
Blackrock	26.14K	1.03%	$1.12M
Geode capital management	23.85K	0.94%	$1.26M
Dimensional fund advisors lp	18.02K	0.71%	$948.54K
Financial insights	17.90K	0.70%	$769.57K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stilwell value	410.02K	10.88%	$21.59M
Oppenheimer & close	32.65K	1.41%	$1.72M
Fj capital management	108.09K	0.66%	$5.69M
Greenwich investment management	10.39K	0.41%	$446.68K
Graham capital wealth management	5.44K	0.25%	$286.36K
Financial insights	17.90K	0.21%	$769.57K
Pinnacle	7.71K	0.15%	$405.88K
Fny investment advisers	5.53K	0.15%	$291.00K
Pacific sage partners	5.37K	0.06%	$282.78K
Beese fulmer investment management	5.53K	0.02%	$291.15K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	42.38K	-	14.80K
Susquehanna group, llp	6.05K	-	6.05K
Virtu financial	4.47K	0.01%	4.47K
Fny investment advisers	5.53K	0.15%	2.73K
Qube research	6.27K	0.00%	2.41K

Top Sellers

Holder	Shares	% Assets	Change
M3f	-	-	-93.97K
Fj capital management	108.09K	0.66%	-10.77K
Arcus capital partners	-	-	-9.40K
Beese fulmer investment management	5.53K	0.02%	-5.00K
Greenwich investment management	10.39K	0.41%	-1.30K

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	6.05K	-	6.05K	$318.69K
Virtu financial	4.47K	0.01%	4.47K	$235.00K

Sold Out

Holder	Change
Innealta capital	-1.00
Barclays	-153.00
Citigroup	-929.00
Arcus capital partners	-9.40K
M3f	-93.97K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	28	-3.45%	900,686	-0.99%	35	2.77%	14	7.69%	8	-27.27%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	41.54K	1.74%	-
iShares Core S&P Total US Stock Mkt ETF	17.80K	0.75%	4.00
Fidelity Extended Market Index	12.21K	0.51%	-78.00
Bridgeway Omni Small-Cap Value	10.00K	0.42%	-
Bridgeway Omni Small-Cap Value N	10.00K	0.42%	-
Kennedy Bank Sector	8.73K	0.37%	-5.00
EA Bridgeway Omni Small-Cap Value ETF	6.53K	0.27%	3.00
DFA US Core Equity 2 I	5.60K	0.23%	-
Fidelity Total Market Index	4.08K	0.17%	-3.00
iShares Micro-Cap ETF	3.92K	0.16%	-

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
2025 Q1	-	-
2024 Q4	-	8
2024 Q3	-	2
2024 Q2	-	2
2024 Q1	3	-

SFBC Ownership FAQ

Who Owns Sound Financial Bancorp?

Sound Financial Bancorp shareholders are primarily institutional investors at 35.40%, followed by 16.70% insiders and 47.90% retail investors. The average institutional ownership in Sound Financial Bancorp's industry, Regional Banks Stocks, is 42.21%, 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, 16.12%), Alliancebernstein (150.22K shares, 5.90%), and Fj capital management (108.1K shares, 4.25%). Together, they hold 26.27% 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 10.88% of its assets in 410.02K Sound Financial Bancorp shares, valued at 21.59M$.

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 1.74% of its total shares outstanding invested in 41.54K Sound Financial Bancorp shares.

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