Jones Financial Companies
SFBC

Jones Financial Companies’s Sound Financial Bancorp SFBC Stock Holding History

Jones Financial Companies’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 		– Sell
-41
Closed -$1.79K – 4899
2025
Q4 		$1.79K Hold
41
– – ﹤0.01% 3852
2025
Q3 		$1.96K Buy
+41
New +$1.91K ﹤0.01% 3701

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies's SFBC Position: Q1 2026 in Review

Jones Financial Companies sold out of Sound Financial Bancorp (SFBC) in Q1 2026, closing a stake of 41 shares — an estimated $1.79K sold.

Jones Financial Companies first reported a position in SFBC in Q3 2025 and held it in 2 quarters. The position peaked at $1.96K in Q3 2025. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

  • Jones Financial Companies reported no remaining Sound Financial Bancorp position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 41 Sound Financial Bancorp shares in Q1 2026, an estimated $1.79K.
  • Jones Financial Companies first reported a position in Sound Financial Bancorp in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Sound Financial Bancorp position peaked at $1.96K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.