Morgan Stanley’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256K | Buy |
5,863
+893
| +18% | +$38.7K | ﹤0.01% | 5772 |
|
|
2025
Q4 | $217K | Buy |
4,970
+509
| +11% | +$22.8K | ﹤0.01% | 5902 |
|
|
2025
Q3 | $205K | Buy |
4,461
+1,003
| +29% | +$46.8K | ﹤0.01% | 5879 |
|
|
2025
Q2 | $159K | Buy |
3,458
+3,109
| +891% | +$155K | ﹤0.01% | 5941 |
|
|
2025
Q1 | $17.5K | Buy |
349
+342
| +4,886% | +$17.7K | ﹤0.01% | 6618 |
|
|
2024
Q4 | $369 | Buy |
7
+6
| +600% | +$323 | ﹤0.01% | 7370 |
|
|
2024
Q3 | $79 | Sell |
1
-21
| -95% | -$1.03K | ﹤0.01% | 7481 |
|
|
2024
Q2 | $964 | Hold |
22
| – | – | ﹤0.01% | 7158 |
|
|
2024
Q1 | $903 | Sell |
22
-20
| -48% | -$795 | ﹤0.01% | 7182 |
|
|
2023
Q4 | $1.64K | Buy |
42
+21
| +100% | +$779 | ﹤0.01% | 7157 |
|
|
2023
Q3 | $776 | Hold |
21
| – | – | ﹤0.01% | 7263 |
|
|
2023
Q2 | $746 | Buy |
+21
| New | +$759 | ﹤0.01% | 7333 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$236 | – | 7816 |
|
|
2022
Q4 | $236 | Buy |
+6
| New | +$241 | ﹤0.01% | 7628 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 7945 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | +$81 | ﹤0.01% | 8095 |
|
|
2020
Q1 | – | Sell |
-42
| Closed | -$2K | – | 6692 |
|
|
2019
Q4 | $2K | Buy |
+42
| New | +$1.5K | ﹤0.01% | 6509 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 6731 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6691 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6716 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6786 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6737 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6684 |
|
|
2017
Q4 | $0 | Sell |
1
-199
| -100% | -$6.65K | ﹤0.01% | 6633 |
|
|
2017
Q3 | $7K | Buy |
200
+195
| +3,900% | +$6.21K | ﹤0.01% | 6236 |
|
|
2017
Q2 | $0 | Buy |
+5
| New | +$151 | ﹤0.01% | 6642 |
|
|
2016
Q2 | – | Sell |
-3
| Closed | – | – | 6634 |
|
|
2016
Q1 | $0 | Sell |
3
-1
| -25% | -$22 | ﹤0.01% | 6693 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$85 | ﹤0.01% | 6776 |
|
|
2015
Q3 | – | Sell |
-5
| Closed | – | – | 6702 |
|
|
2015
Q2 | $0 | Buy |
5
+1
| +25% | +$20 | ﹤0.01% | 6732 |
|
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 6634 |
|
|
2014
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 6649 |
|
|
2014
Q3 | $0 | Sell |
4
-1
| -20% | -$18 | ﹤0.01% | 6650 |
|
|
2014
Q2 | $0 | Buy |
5
+1
| +25% | +$17 | ﹤0.01% | 6587 |
|
|
2014
Q1 | $0 | Buy |
+4
| New | +$68 | ﹤0.01% | 6532 |
|
Other funds holding SFBC
SV
GCWM
VCM
KCM
PSP
OC
Morgan Stanley's SFBC Position: Q1 2026 in Review
Morgan Stanley increased its Sound Financial Bancorp (SFBC) stake by 18% in Q1 2026, buying an estimated $38.7K and bringing the position to 5,863 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #5772.
Morgan Stanley first reported a position in SFBC in Q1 2014 and has held it in 31 quarters since. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.
- Morgan Stanley held 5,863 shares of Sound Financial Bancorp worth $256K as of Q1 2026.
- Morgan Stanley bought 893 Sound Financial Bancorp shares in Q1 2026, an estimated $38.7K.
- Sound Financial Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5772 holding.
- Morgan Stanley first reported a position in Sound Financial Bancorp in Q1 2014 and has held it in 31 quarters since.
- 49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.