Physician Wealth Advisors
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Physician Wealth Advisors’s Sound Financial Bancorp SFBC Stock Holding History

Physician Wealth 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
2026
Q3 		$536 Hold
12
– – ﹤0.01% 2200
2026
Q2 		$518 Buy
+12
New +$513 ﹤0.01% 2111

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
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors's SFBC Position: Q3 2026 in Review

Physician Wealth Advisors held its Sound Financial Bancorp (SFBC) position steady in Q3 2026 at 12 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Physician Wealth Advisors first reported a position in SFBC in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SFBC as of Q3 2026.

  • Physician Wealth Advisors held 12 shares of Sound Financial Bancorp worth $536 as of Q3 2026.
  • Physician Wealth Advisors left its Sound Financial Bancorp share count unchanged in Q3 2026.
  • Sound Financial Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2200 holding.
  • Physician Wealth Advisors first reported a position in Sound Financial Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.