Pacific Sage Partners
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Pacific Sage Partners’s Sound Financial Bancorp SFBC Stock Holding History

Pacific Sage Partners’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
Q3 		$1.62M Hold
36,191
– – 0.21% 42
2026
Q2 		$1.56M Hold
36,191
– – 0.22% 43
2026
Q1 		$1.58M Sell
36,191
-1
-0% -$43 0.25% 40
2025
Q4 		$1.58M Buy
36,192
+30,821
+574% +$1.38M 0.25% 38
2025
Q3 		$247K Hold
5,371
– – 0.04% 101
2025
Q2 		$247K Hold
5,371
– – 0.05% 93
2025
Q1 		$269K Hold
5,371
– – 0.06% 81
2024
Q4 		$283K Hold
5,371
– – 0.06% 80
2024
Q3 		$287K Hold
5,371
– – 0.07% 80
2024
Q2 		$236K Hold
5,371
– – 0.06% 84
2024
Q1 		$216K Hold
5,371
– – 0.06% 88
2023
Q4 		$209K Buy
+5,371
New +$199K 0.06% 85
2023
Q1 		– Sell
-5,371
Closed -$217K – 91
2022
Q4 		$217K Buy
+5,371
New +$216K 0.07% 77

Other funds holding SFBC

Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pacific Sage Partners's SFBC Position: Q3 2026 in Review

Pacific Sage Partners held its Sound Financial Bancorp (SFBC) position steady in Q3 2026 at 36,191 shares worth $1.62M. The position accounts for 0.21% of the portfolio, ranked #42.

Pacific Sage Partners first reported a position in SFBC in Q4 2022 and has held it in 13 quarters since. 7 funds tracked by Wall St. Rank hold SFBC as of Q3 2026.

  • Pacific Sage Partners held 36,191 shares of Sound Financial Bancorp worth $1.62M as of Q3 2026.
  • Pacific Sage Partners left its Sound Financial Bancorp share count unchanged in Q3 2026.
  • Sound Financial Bancorp made up 0.21% of Pacific Sage Partners's portfolio in Q3 2026, its #42 holding.
  • Pacific Sage Partners first reported a position in Sound Financial Bancorp in Q4 2022 and has held it in 13 quarters since.
  • 7 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2026.

Based on Pacific Sage Partners's 13F filing for Q3 2026, filed 21 Oct 2026.