GIM
SFBC

Greenwich Investment Management’s Sound Financial Bancorp SFBC Stock Holding History

Greenwich Investment 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
2024
Q2 		$447K Sell
10,388
-1,302
-11% -$52.7K 0.41% 26
2024
Q1 		$476K Sell
11,690
-1,620
-12% -$64.4K 0.37% 24
2023
Q4 		$519K Sell
13,310
-1,012
-7% -$37.5K 0.39% 23
2023
Q3 		$529K Sell
14,322
-549
-4% -$20.3K 0.42% 28
2023
Q2 		$528K Sell
14,871
-110
-0.7% -$3.98K 0.4% 33
2023
Q1 		$554K Hold
14,981
– – 0.43% 29
2022
Q4 		$588K Sell
14,981
-2,701
-15% -$108K 0.47% 28
2022
Q3 		$716K Sell
17,682
-2,850
-14% -$116K 0.56% 30
2022
Q2 		$779K Sell
20,532
-60
-0.3% -$2.24K 0.56% 31
2022
Q1 		$785K Sell
20,592
-20
-0.1% -$808 0.47% 32
2021
Q4 		$907K Buy
+20,612
New +$892K 0.62% 32

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Greenwich Investment Management's SFBC Position: Q2 2024 in Review

Greenwich Investment Management reduced its Sound Financial Bancorp (SFBC) stake by 11% in Q2 2024, selling an estimated $52.7K and leaving 10,388 shares worth $447K. The position accounts for 0.41% of the portfolio, ranked #26.

Greenwich Investment Management first reported a position in SFBC in Q4 2021 and has held it in 11 quarters since. The position peaked at $907K in Q4 2021. 27 funds tracked by Wall St. Rank hold SFBC as of Q2 2024.

  • Greenwich Investment Management held 10,388 shares of Sound Financial Bancorp worth $447K as of Q2 2024.
  • Greenwich Investment Management sold 1,302 Sound Financial Bancorp shares in Q2 2024, an estimated $52.7K.
  • Sound Financial Bancorp made up 0.41% of Greenwich Investment Management's portfolio in Q2 2024, its #26 holding.
  • Greenwich Investment Management first reported a position in Sound Financial Bancorp in Q4 2021 and has held it in 11 quarters since.
  • Greenwich Investment Management's Sound Financial Bancorp position peaked at $907K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2024.

Based on Greenwich Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.