KCM
SFBC

Kennedy Capital Management’s Sound Financial Bancorp SFBC Stock Holding History

Kennedy Capital 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 		$2.29M Hold
52,365
– – 0.05% 407
2025
Q4 		$2.28M Hold
52,365
– – 0.05% 412
2025
Q3 		$2.41M Hold
52,365
– – 0.05% 419
2025
Q2 		$2.41M Buy
52,365
+43,630
+499% +$2.17M 0.06% 419
2025
Q1 		$438K Sell
8,735
-5
-0.1% -$258 0.01% 590
2024
Q4 		$460K Hold
8,740
– – 0.01% 638
2024
Q3 		$468K Buy
+8,740
New +$429K 0.01% 638
2018
Q1 		– Sell
-29,275
Closed -$996K – 759
2017
Q4 		$996K Buy
29,275
+114
+0.4% +$3.81K 0.02% 670
2017
Q3 		$991K Buy
29,161
+5,080
+21% +$162K 0.02% 667
2017
Q2 		$734K Buy
+24,081
New +$727K 0.01% 665

Other funds holding SFBC

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GCWM
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VCM
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $635M 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return