GCWM
SFBC

Graham Capital Wealth Management’s Sound Financial Bancorp SFBC Stock Holding History

Graham Capital Wealth Management’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 		$4.88M Buy
113,257
+4,641
+4% +$198K 3.77% 6
2026
Q1 		$4.75M Buy
108,616
+18,270
+20% +$792K 4.22% 6
2025
Q4 		$3.94M Buy
90,346
+66,280
+275% +$2.96M 3.62% 7
2025
Q3 		$1.11M Buy
24,066
+18,807
+358% +$877K 1.13% 29
2025
Q2 		$242K Sell
5,259
-92
-2% -$4.58K 0.27% 59
2025
Q1 		$268K Sell
5,351
-88
-2% -$4.54K 0.29% 55
2024
Q4 		$286K Sell
5,439
-91
-2% -$4.89K 0.25% 57
2024
Q3 		$296K Sell
5,530
-302
-5% -$14.8K 0.3% 45
2024
Q2 		$251K Sell
5,832
-419
-7% -$17K 0.34% 37
2024
Q1 		$254K Sell
6,251
-151
-2% -$6K 0.43% 34
2023
Q4 		$250K Buy
+6,402
New +$237K 0.66% 27

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Graham Capital Wealth Management's SFBC Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Sound Financial Bancorp (SFBC) stake by 4.3% in Q2 2026, buying an estimated $198K and bringing the position to 113,257 shares worth $4.88M. The position accounts for 3.77% of the portfolio, ranked #6.

Graham Capital Wealth Management first reported a position in SFBC in Q4 2023 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

  • Graham Capital Wealth Management held 113,257 shares of Sound Financial Bancorp worth $4.88M as of Q2 2026.
  • Graham Capital Wealth Management bought 4,641 Sound Financial Bancorp shares in Q2 2026, an estimated $198K.
  • Sound Financial Bancorp made up 3.77% of Graham Capital Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Graham Capital Wealth Management first reported a position in Sound Financial Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.