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

Maltese 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
2023 Q3	–	Sell	-17,500	Closed	-$621K	–	98
2023 Q2	$621K	Sell	17,500 -2,500	-13%	-$90.4K	0.21%	84
2023 Q1	$740K	Hold	20,000	–	–	0.28%	79
2022 Q4	$785K	Hold	20,000	–	–	0.22%	91
2022 Q3	$811K	Sell	20,000 -2,500	-11%	-$102K	0.19%	101
2022 Q2	$853K	Hold	22,500	–	–	0.18%	109
2022 Q1	$858K	Hold	22,500	–	–	0.16%	122
2021 Q4	$991K	Hold	22,500	–	–	0.16%	126
2021 Q3	$1.01M	Sell	22,500 -2,500	-10%	-$112K	0.17%	124
2021 Q2	$1.15M	Sell	25,000 -1,173	-4%	-$49.4K	0.18%	120
2021 Q1	$1.09M	Sell	26,173 -4,927	-16%	-$177K	0.14%	135
2020 Q4	$987K	Hold	31,100	–	–	0.15%	122
2020 Q3	$921K	Sell	31,100 -8,900	-22%	-$244K	0.16%	130
2020 Q2	$966K	Hold	40,000	–	–	0.13%	136
2020 Q1	$840K	Buy	40,000 +32,039	+402%	+$1.04M	0.12%	142
2019 Q4	$287K	Buy	+7,961	New	+$284K	0.02%	162

Other funds holding SFBC

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

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Maltese Capital Management's SFBC Position: Q3 2023 in Review

Maltese Capital Management sold out of Sound Financial Bancorp (SFBC) in Q3 2023, closing a stake of 17,500 shares — an estimated $621K sold.

Maltese Capital Management first reported a position in SFBC in Q4 2019 and held it in 15 quarters. The position peaked at $1.15M in Q2 2021. 23 funds tracked by Wall St. Rank hold SFBC as of Q3 2023.

Maltese Capital Management reported no remaining Sound Financial Bancorp position as of Q3 2023 after selling out during the quarter.
Maltese Capital Management sold 17,500 Sound Financial Bancorp shares in Q3 2023, an estimated $621K.
Maltese Capital Management first reported a position in Sound Financial Bancorp in Q4 2019 and held it in 15 quarters.
Maltese Capital Management's Sound Financial Bancorp position peaked at $1.15M in Q2 2021.
23 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2023.

Based on Maltese Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.