BCM
SFBC

BHZ Capital Management’s Sound Financial Bancorp SFBC Stock Holding History

BHZ Capital Management’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,174
Closed -$821K – 105
2023
Q1 		$821K Sell
22,174
-1,157
-5% -$45.4K 0.38% 58
2022
Q4 		$916K Sell
23,331
-146
-0.6% -$5.86K 0.4% 59
2022
Q3 		$951K Sell
23,477
-4,555
-16% -$185K 0.4% 61
2022
Q2 		$1.06M Sell
28,032
-7,366
-21% -$275K 0.43% 60
2022
Q1 		$1.35M Hold
35,398
– – 0.45% 63
2021
Q4 		$1.56M Sell
35,398
-137
-0.4% -$5.93K 0.53% 54
2021
Q3 		$1.6M Hold
35,535
– – 0.54% 60
2021
Q2 		$1.63M Sell
35,535
-1,783
-5% -$75K 0.61% 57
2021
Q1 		$1.55M Hold
37,318
– – 0.49% 65
2020
Q4 		$1.19M Hold
37,318
– – 0.4% 69
2020
Q3 		$1.11M Sell
37,318
-400
-1% -$10.9K 0.47% 64
2020
Q2 		$911K Buy
37,718
+137
+0.4% +$3.21K 0.36% 73
2020
Q1 		$790K Sell
37,581
-1,707
-4% -$55.6K 0.3% 86
2019
Q4 		$1.41M Hold
39,288
– – 0.33% 82
2019
Q3 		$1.42M Sell
39,288
-117
-0.3% -$4.12K 0.34% 78
2019
Q2 		$1.35M Hold
39,405
– – 0.32% 81
2019
Q1 		$1.34M Buy
39,405
+10
+0% +$341 0.34% 78
2018
Q4 		$1.28M Sell
39,395
-1,823
-4% -$65.1K 0.34% 72
2018
Q3 		$1.63M Sell
41,218
-19,347
-32% -$769K 0.41% 70
2018
Q2 		$2.34M Buy
60,565
+1,400
+2% +$52.8K 0.67% 44
2018
Q1 		$2.17M Hold
59,165
– – 0.72% 42
2017
Q4 		$2.01M Buy
59,165
+100
+0.2% +$3.34K 0.72% 40
2017
Q3 		$2.01M Buy
59,065
+600
+1% +$19.1K 0.66% 44
2017
Q2 		$1.78M Buy
58,465
+115
+0.2% +$3.47K 0.59% 45
2017
Q1 		$1.85M Sell
58,350
-988
-2% -$29.3K 0.71% 42
2016
Q4 		$1.66M Buy
59,338
+1,600
+3% +$42.2K 0.69% 36
2016
Q3 		$1.41M Buy
57,738
+6,196
+12% +$152K 0.92% 32
2016
Q2 		$1.23M Sell
51,542
-1,300
-2% -$30.6K 0.89% 30
2016
Q1 		$1.21M Sell
52,842
-791
-1% -$17.7K 0.82% 29
2015
Q4 		$1.21M Buy
+53,633
New +$1.14M 1.29% 17

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

BHZ Capital Management's SFBC Position: Q2 2023 in Review

BHZ Capital Management sold out of Sound Financial Bancorp (SFBC) in Q2 2023, closing a stake of 22,174 shares — an estimated $821K sold.

BHZ Capital Management first reported a position in SFBC in Q4 2015 and held it in 30 quarters. The position peaked at $2.34M in Q2 2018. 26 funds tracked by Wall St. Rank hold SFBC as of Q2 2023.

  • BHZ Capital Management reported no remaining Sound Financial Bancorp position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 22,174 Sound Financial Bancorp shares in Q2 2023, an estimated $821K.
  • BHZ Capital Management first reported a position in Sound Financial Bancorp in Q4 2015 and held it in 30 quarters.
  • BHZ Capital Management's Sound Financial Bancorp position peaked at $2.34M in Q2 2018.
  • 26 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.