Innealta Capital’s Sound Financial Bancorp SFBC Stock Holding History

Innealta Capital’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 Q3	–	Sell	-1	Closed	-$44	–	1408
2024 Q2	$44	Buy	+1	New	+$40	﹤0.01%	1753

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

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

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

Innealta Capital's SFBC Position: Q3 2024 in Review

Innealta Capital sold out of Sound Financial Bancorp (SFBC) in Q3 2024, closing a stake of 1 share — an estimated $44 sold.

Innealta Capital first reported a position in SFBC in Q2 2024 and held it in 1 quarter. The position peaked at $44 in Q2 2024. 29 funds tracked by Wall St. Rank hold SFBC as of Q3 2024.

Innealta Capital reported no remaining Sound Financial Bancorp position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1 Sound Financial Bancorp share in Q3 2024, an estimated $44.
Innealta Capital first reported a position in Sound Financial Bancorp in Q2 2024 and held it in 1 quarter.
Innealta Capital's Sound Financial Bancorp position peaked at $44 in Q2 2024.
29 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.