Transamerica Financial Advisors’s Sound Financial Bancorp SFBC Stock Holding History

Transamerica Financial 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 Q2	$86	Buy	+2	New	+$85	﹤0.01%	2023

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

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 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

Transamerica Financial Advisors's SFBC Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Sound Financial Bancorp (SFBC) in Q2 2026: 2 shares worth $86. The stake represents ﹤0.01% of the portfolio and ranks #2023 among its holdings.

44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

Transamerica Financial Advisors held 2 shares of Sound Financial Bancorp worth $86 as of Q2 2026.
Sound Financial Bancorp was a new Transamerica Financial Advisors position in Q2 2026.
Sound Financial Bancorp made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2023 holding.
44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.