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
Q2 		$29.1K Hold
676
– – ﹤0.01% 3053
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 $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
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
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
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
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM's SFBC Position: Q2 2026 in Review

UBS AM held its Sound Financial Bancorp (SFBC) position steady in Q2 2026 at 676 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

UBS AM first reported a position in SFBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q1 2026. 44 funds tracked by Wall St. Rank hold SFBC as of Q2 2026.

  • UBS AM held 676 shares of Sound Financial Bancorp worth $29.1K as of Q2 2026.
  • UBS AM left its Sound Financial Bancorp share count unchanged in Q2 2026.
  • Sound Financial Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3053 holding.
  • UBS AM first reported a position in Sound Financial Bancorp in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Sound Financial Bancorp position peaked at $29.5K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.