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 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Graham Capital Wealth Management's SFBC Position: Q1 2026 in Review

Graham Capital Wealth Management increased its Sound Financial Bancorp (SFBC) stake by 20% in Q1 2026, buying an estimated $792K and bringing the position to 108,616 shares worth $4.75M. The position accounts for 4.22% of the portfolio, ranked #6.

Graham Capital Wealth Management first reported a position in SFBC in Q4 2023 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

Graham Capital Wealth Management held 108,616 shares of Sound Financial Bancorp worth $4.75M as of Q1 2026.
Graham Capital Wealth Management bought 18,270 Sound Financial Bancorp shares in Q1 2026, an estimated $792K.
Sound Financial Bancorp made up 4.22% of Graham Capital Wealth Management's portfolio in Q1 2026, its #6 holding.
Graham Capital Wealth Management first reported a position in Sound Financial Bancorp in Q4 2023 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.