BWL
SFBC

Bogart Wealth LLC’s Sound Financial Bancorp SFBC Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$517 Buy
+12
New +$513 ﹤0.01% 1792

Other funds holding SFBC

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's SFBC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Sound Financial Bancorp (SFBC) in Q2 2026: 12 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #1792 among its holdings.

44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

  • Bogart Wealth LLC held 12 shares of Sound Financial Bancorp worth $517 as of Q2 2026.
  • Sound Financial Bancorp was a new Bogart Wealth LLC position in Q2 2026.
  • Sound Financial Bancorp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1792 holding.
  • 44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.