Stilwell Value’s Sound Financial Bancorp SFBC Stock Holding History

Stilwell Value’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	$17.9M	Hold	410,019	–	–	10.74%	3
2025 Q4	$17.9M	Hold	410,019	–	–	9.86%	3
2025 Q3	$18.9M	Hold	410,019	–	–	8.35%	3
2025 Q2	$18.9M	Hold	410,019	–	–	9.19%	3
2025 Q1	$20.6M	Hold	410,019	–	–	10.57%	3
2024 Q4	$21.6M	Hold	410,019	–	–	10.88%	3
2024 Q3	$21.9M	Hold	410,019	–	–	10.38%	3
2024 Q2	$17.6M	Hold	410,019	–	–	9.18%	4
2024 Q1	$16.7M	Buy	410,019 +2,041	+0.5%	+$81.1K	8.64%	3
2023 Q4	$15.9M	Buy	407,978 +28,845	+8%	+$1.07M	8.31%	4
2023 Q3	$14M	Buy	379,133 +20,995	+6%	+$775K	7.66%	4
2023 Q2	$12.7M	Buy	358,138 +37,139	+12%	+$1.34M	7.1%	5
2023 Q1	$11.9M	Buy	320,999 +3,063	+1%	+$120K	6.63%	5
2022 Q4	$12.5M	Hold	317,936	–	–	9.38%	3
2022 Q3	$12.9M	Hold	317,936	–	–	9.24%	3
2022 Q2	$12.1M	Buy	317,936 +23,536	+8%	+$877K	8.32%	3
2022 Q1	$11.2M	Hold	294,400	–	–	7.43%	3
2021 Q4	$13M	Hold	294,400	–	–	8.34%	3
2021 Q3	$13.2M	Hold	294,400	–	–	8.44%	3
2021 Q2	$13.5M	Hold	294,400	–	–	9.54%	3
2021 Q1	$12.3M	Hold	294,400	–	–	8.24%	3
2020 Q4	$9.35M	Buy	294,400 +5,000	+2%	+$151K	7.06%	4
2020 Q3	$8.57M	Buy	289,400 +34,800	+14%	+$952K	8.97%	3
2020 Q2	$6.15M	Buy	254,600 +14,000	+6%	+$328K	6.52%	4
2020 Q1	$5.13M	Buy	240,600 +26,000	+12%	+$846K	6.2%	5
2019 Q4	$7.73M	Hold	214,600	–	–	5.55%	5
2019 Q3	$7.75M	Hold	214,600	–	–	5.82%	5
2019 Q2	$7.33M	Hold	214,600	–	–	4.58%	7
2019 Q1	$7.29M	Hold	214,600	–	–	4.83%	7
2018 Q4	$6.99M	Hold	214,600	–	–	5.25%	6
2018 Q3	$8.49M	Sell	214,600 -6,000	-3%	-$239K	7.12%	4
2018 Q2	$8.53M	Sell	220,600 -8,000	-3%	-$302K	7.02%	5
2018 Q1	$8.4M	Sell	228,600 -11,083	-5%	-$388K	7.02%	5
2017 Q4	$8.15M	Hold	239,683	–	–	6.33%	6
2017 Q3	$8.15M	Hold	239,683	–	–	6.28%	5
2017 Q2	$7.31M	Hold	239,683	–	–	5.27%	5
2017 Q1	$7.61M	Hold	239,683	–	–	5.41%	5
2016 Q4	$6.71M	Hold	239,683	–	–	4.78%	7
2016 Q3	$5.87M	Hold	239,683	–	–	3.54%	11
2016 Q2	$5.74M	Hold	239,683	–	–	3.75%	9
2016 Q1	$5.49M	Hold	239,683	–	–	3.73%	9
2015 Q4	$5.43M	Hold	239,683	–	–	3.38%	11
2015 Q3	$4.82M	Hold	239,683	–	–	2.86%	13
2015 Q2	$5.03M	Hold	239,683	–	–	2.93%	13
2015 Q1	$4.71M	Buy	+239,683	New	+$4.5M	2.64%	15

Other funds holding SFBC

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 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

Stilwell Value's SFBC Position: Q1 2026 in Review

Stilwell Value held its Sound Financial Bancorp (SFBC) position steady in Q1 2026 at 410,019 shares worth $17.9M. The position accounts for 10.74% of the portfolio, ranked #3.

Stilwell Value first reported a position in SFBC in Q1 2015 and has held it in 45 quarters since. The position peaked at $21.9M in Q3 2024. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

Stilwell Value held 410,019 shares of Sound Financial Bancorp worth $17.9M as of Q1 2026.
Stilwell Value left its Sound Financial Bancorp share count unchanged in Q1 2026.
Sound Financial Bancorp made up 10.74% of Stilwell Value's portfolio in Q1 2026, its #3 holding.
Stilwell Value first reported a position in Sound Financial Bancorp in Q1 2015 and has held it in 45 quarters since.
Stilwell Value's Sound Financial Bancorp position peaked at $21.9M in Q3 2024.
49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.