Sound Financial Bancorp, Inc. (SFBC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

2,568,182Shares Outstanding

517,773Shares held by institutions

$22,725,057Value of institutional holdings

42.41%Institutional ownership %

16.34%Shares Changed QoQ

44No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Sound Financial Bancorp, Inc. (NASDAQ:SFBC) is held by 44 institutional firms.

Sound Financial Bancorp saw its institutional ownership percentage rose to 42.4% in December 2025 from 36.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 16.34%, with a year-over-year an increase of 51.72% in the count of filers.
A review of institutional activity for Sound Financial Bancorp shows 18 of 44 filers increasing their positions, while 14 reduced their stake, and 12 remained unchanged.
Collectively, institutional investors increased their stake in Sound Financial Bancorp to 1.09Mn shares as of December 2025, a change that is up by 153.00K shares quarter on quarter and up 181.18K shares year over year.
As of December 31, 2025, Stilwell Value LLC held Sound Financial Bancorp's largest shareholding position with over 410.02K shares, representing 15.97% of total outstanding shares.
Among the most significant buyers of Sound Financial Bancorp during December 2025 were GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (66.28K), ALLIANCEBERNSTEIN L.P. (65.49K), Pacific Sage Partners, LLC (30.82K), RENAISSANCE TECHNOLOGIES LLC (6.20K), CITIGROUP INC (1.82K).
Leading sellers of Sound Financial Bancorp stock in December 2025 included BlackRock, Inc. (17.65K), NORTHERN TRUST CORP (1.65K), WELLINGTON MANAGEMENT GROUP LLP (705), RHUMBLINE ADVISERS (556), UBS Group AG (469).
The top 10 institutional holders of Sound Financial Bancorp for the quarter ending December 2025 included Stilwell Value LLC (410.02K), ALLIANCEBERNSTEIN L.P. (157.49K), BlackRock, Inc. (92.43K), GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (90.35K), KENNEDY CAPITAL MANAGEMENT LLC (52.37K), GEODE CAPITAL MANAGEMENT, LLC (49.18K), VANGUARD GROUP INC (47.22K), Pacific Sage Partners, LLC (36.19K), Oppenheimer & Close, LLC (32.65K), STATE STREET CORP (21.60K).

44 Institutional Holders

517,773 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Stilwell Value LLC	31 Dec, 2025	410,019	0	0.00%	$17,889,129.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	157,493	65,490	71.18%	$6,871,420.00
BlackRock, Inc.	31 Dec, 2025	92,432	-17,646	-16.03%	$4,032,808.00
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	31 Dec, 2025	90,346	66,280	275.41%	$3,941,798.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	52,365	0	0.00%	$2,284,685.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	49,179	-129	-0.26%	$2,145,956.00
VANGUARD GROUP INC	31 Dec, 2025	47,217	369	0.79%	$2,060,078.00
Pacific Sage Partners, LLC	31 Dec, 2025	36,192	30,821	573.84%	$1,579,036.00
Oppenheimer & Close, LLC	31 Dec, 2025	32,645	0	0.00%	$1,424,301.00
STATE STREET CORP	31 Dec, 2025	21,597	-361	-1.64%	$942,277.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	19,623	35	0.18%	$856,107.00
NORTHERN TRUST CORP	31 Dec, 2025	16,366	-1,648	-9.15%	$714,049.00
Empowered Funds, LLC	31 Dec, 2025	6,450	0	0.00%	$281,414.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	6,450	0	0.00%	$281,414.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	6,412	0	0.00%	$279,756.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	6,200	6,200	0.00%	$270,506.00
Bank of New York Mellon Corp	31 Dec, 2025	5,376	-133	-2.41%	$234,555.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	5,169	-705	-12.00%	$225,523.00
MORGAN STANLEY	31 Dec, 2025	4,970	509	11.41%	$216,873.00
BARCLAYS PLC	31 Dec, 2025	4,402	354	8.75%	$192,060.00

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