UBS AM
SFBC

UBS AM’s Sound Financial Bancorp SFBC Stock Holding History

UBS AM’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 		$29.5K Buy
676
+612
+956% +$26.5K ﹤0.01% 3065
2025
Q4 		$2.79K Buy
+64
New +$2.86K ﹤0.01% 3084

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AllianceBernstein
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
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
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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's SFBC Position: Q1 2026 in Review

UBS AM increased its Sound Financial Bancorp (SFBC) stake by 956% in Q1 2026, buying an estimated $26.5K and bringing the position to 676 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

UBS AM first reported a position in SFBC in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

  • UBS AM held 676 shares of Sound Financial Bancorp worth $29.5K as of Q1 2026.
  • UBS AM bought 612 Sound Financial Bancorp shares in Q1 2026, an estimated $26.5K.
  • Sound Financial Bancorp made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3065 holding.
  • UBS AM first reported a position in Sound Financial Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.