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
Q2 		– Sell
-9
Closed -$379 – 1937
2026
Q1 		$379 Buy
+9
New +$390 ﹤0.01% 1707

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

Cornerstone Planning Group's SFBC Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Sound Financial Bancorp (SFBC) in Q2 2026, closing a stake of 9 shares — an estimated $379 sold.

Cornerstone Planning Group first reported a position in SFBC in Q1 2026 and held it in 1 quarter. The position peaked at $379 in Q1 2026. 44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Sound Financial Bancorp position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Sound Financial Bancorp shares in Q2 2026, an estimated $379.
  • Cornerstone Planning Group first reported a position in Sound Financial Bancorp in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Sound Financial Bancorp position peaked at $379 in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.