Operose Advisors’s Sound Financial Bancorp SFBC Stock Holding History

Operose Advisors’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
2025 Q2	–	Sell	-497	Closed	-$24.9K	–	419
2025 Q1	$24.9K	Buy	+497	New	+$25.7K	0.01%	271

Other funds holding SFBC

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Operose Advisors's SFBC Position: Q2 2025 in Review

Operose Advisors sold out of Sound Financial Bancorp (SFBC) in Q2 2025, closing a stake of 497 shares — an estimated $24.9K sold.

Operose Advisors first reported a position in SFBC in Q1 2025 and held it in 1 quarter. The position peaked at $24.9K in Q1 2025. 42 funds tracked by Wall St. Rank hold SFBC as of Q2 2025.

Operose Advisors reported no remaining Sound Financial Bancorp position as of Q2 2025 after selling out during the quarter.
Operose Advisors sold 497 Sound Financial Bancorp shares in Q2 2025, an estimated $24.9K.
Operose Advisors first reported a position in Sound Financial Bancorp in Q1 2025 and held it in 1 quarter.
Operose Advisors's Sound Financial Bancorp position peaked at $24.9K in Q1 2025.
42 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2025.

Based on Operose Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.