CPG
SFBC

Cornerstone Planning Group’s Sound Financial Bancorp SFBC Stock Holding History

Cornerstone Planning Group’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
Q1 		$379 Buy
+9
New +$390 ﹤0.01% 1707

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's SFBC Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in Sound Financial Bancorp (SFBC) in Q1 2026: 9 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings.

49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

  • Cornerstone Planning Group held 9 shares of Sound Financial Bancorp worth $379 as of Q1 2026.
  • Sound Financial Bancorp was a new Cornerstone Planning Group position in Q1 2026.
  • Sound Financial Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1707 holding.
  • 49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.