Financial Insights’s Sound Financial Bancorp SFBC Stock Holding History

Financial Insights’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	$651K	Hold	14,897	–	–	0.21%	69
2025 Q4	$650K	Hold	14,897	–	–	0.22%	63
2025 Q3	$686K	Hold	14,897	–	–	0.23%	58
2025 Q2	$685K	Hold	14,897	–	–	0.25%	54
2025 Q1	$747K	Hold	14,897	–	–	0.3%	45
2024 Q4	$784K	Sell	14,897 -2,800	-16%	-$151K	0.29%	46
2024 Q3	$947K	Sell	17,697 -200	-1%	-$9.82K	0.3%	58
2024 Q2	$770K	Hold	17,897	–	–	0.21%	72
2024 Q1	$728K	Hold	17,897	–	–	0.2%	79
2023 Q4	$698K	Buy	17,897 +12,155	+212%	+$451K	0.22%	80
2023 Q3	$210K	Hold	5,742	–	–	0.07%	144
2023 Q2	$204K	Hold	5,742	–	–	0.07%	152
2023 Q1	$213K	Hold	5,742	–	–	0.09%	156
2022 Q4	$225K	Hold	5,742	–	–	0.11%	135
2022 Q3	$233K	Hold	5,742	–	–	0.16%	108
2022 Q2	$218K	Hold	5,742	–	–	0.22%	77
2022 Q1	$219K	Hold	5,742	–	–	0.2%	75
2021 Q4	$253K	Sell	5,742 -3,000	-34%	-$130K	0.22%	71
2021 Q3	$393K	Hold	8,742	–	–	0.36%	50
2021 Q2	$4.02M	Hold	8,742	–	–	0.33%	48
2021 Q1	$364K	Hold	8,742	–	–	0.27%	53
2020 Q4	$278K	Hold	8,742	–	–	0.22%	61
2020 Q3	$259K	Buy	8,742 +4,664	+114%	+$128K	0.22%	60
2020 Q2	$211	Buy	+4,078	New	+$95.6K	0.19%	74
2020 Q1	–	Sell	-8,742	Closed	-$315K	–	79
2019 Q4	$315K	Hold	8,742	–	–	0.28%	51
2019 Q3	$316K	Hold	8,742	–	–	0.3%	46
2019 Q2	$300K	Hold	8,742	–	–	0.3%	43
2019 Q1	$302K	Hold	8,742	–	–	0.31%	44
2018 Q4	$291K	Buy	+8,742	New	+$312K	0.32%	41

Other funds holding SFBC

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Insights's SFBC Position: Q1 2026 in Review

Financial Insights held its Sound Financial Bancorp (SFBC) position steady in Q1 2026 at 14,897 shares worth $651K. The position accounts for 0.21% of the portfolio, ranked #69.

Financial Insights first reported a position in SFBC in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.02M in Q2 2021. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

Financial Insights held 14,897 shares of Sound Financial Bancorp worth $651K as of Q1 2026.
Financial Insights left its Sound Financial Bancorp share count unchanged in Q1 2026.
Sound Financial Bancorp made up 0.21% of Financial Insights's portfolio in Q1 2026, its #69 holding.
Financial Insights first reported a position in Sound Financial Bancorp in Q4 2018 and has held it in 29 quarters since.
Financial Insights's Sound Financial Bancorp position peaked at $4.02M in Q2 2021.
49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.