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 Q3	$665K	Hold	14,897	–	–	0.17%	77
2026 Q2	$642K	Hold	14,897	–	–	0.17%	76
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%	-$9.8K	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	$402K	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	$211K	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

Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Financial Insights's SFBC Position: Q3 2026 in Review

Financial Insights held its Sound Financial Bancorp (SFBC) position steady in Q3 2026 at 14,897 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #77.

Financial Insights first reported a position in SFBC in Q4 2018 and has held it in 31 quarters since. The position peaked at $947K in Q3 2024. 17 funds tracked by Wall St. Rank hold SFBC as of Q3 2026.

Financial Insights held 14,897 shares of Sound Financial Bancorp worth $665K as of Q3 2026.
Financial Insights left its Sound Financial Bancorp share count unchanged in Q3 2026.
Sound Financial Bancorp made up 0.17% of Financial Insights's portfolio in Q3 2026, its #77 holding.
Financial Insights first reported a position in Sound Financial Bancorp in Q4 2018 and has held it in 31 quarters since.
Financial Insights's Sound Financial Bancorp position peaked at $947K in Q3 2024.
17 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.