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 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

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacific Sage Partners's SFBC Position: Q2 2026 in Review

Pacific Sage Partners held its Sound Financial Bancorp (SFBC) position steady in Q2 2026 at 36,191 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #43.

Pacific Sage Partners first reported a position in SFBC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2026. 44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

Pacific Sage Partners held 36,191 shares of Sound Financial Bancorp worth $1.56M as of Q2 2026.
Pacific Sage Partners left its Sound Financial Bancorp share count unchanged in Q2 2026.
Sound Financial Bancorp made up 0.22% of Pacific Sage Partners's portfolio in Q2 2026, its #43 holding.
Pacific Sage Partners first reported a position in Sound Financial Bancorp in Q4 2022 and has held it in 12 quarters since.
Pacific Sage Partners's Sound Financial Bancorp position peaked at $1.58M in Q1 2026.
44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.