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 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

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

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

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 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

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

Pacific Sage Partners's SFBC Position: Q1 2026 in Review

Pacific Sage Partners reduced its Sound Financial Bancorp (SFBC) stake by 0% in Q1 2026, selling an estimated $43 and leaving 36,191 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #40.

Pacific Sage Partners first reported a position in SFBC in Q4 2022 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

Pacific Sage Partners held 36,191 shares of Sound Financial Bancorp worth $1.58M as of Q1 2026.
Pacific Sage Partners sold 1 Sound Financial Bancorp share in Q1 2026, an estimated $43.
Sound Financial Bancorp made up 0.25% of Pacific Sage Partners's portfolio in Q1 2026, its #40 holding.
Pacific Sage Partners first reported a position in Sound Financial Bancorp in Q4 2022 and has held it in 11 quarters since.
49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Pacific Sage Partners's 13F filing for Q1 2026, filed 21 Apr 2026.