UBS Group’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.3K | Buy |
716
+449
| +168% | +$19.5K | ﹤0.01% | 7658 |
|
|
2025
Q4 | $11.6K | Sell |
267
-469
| -64% | -$21K | ﹤0.01% | 8156 |
|
|
2025
Q3 | $33.9K | Sell |
736
-342
| -32% | -$15.9K | ﹤0.01% | 7821 |
|
|
2025
Q2 | $49.6K | Sell |
1,078
-3,763
| -78% | -$187K | ﹤0.01% | 7778 |
|
|
2025
Q1 | $243K | Buy |
4,841
+4,100
| +553% | +$212K | ﹤0.01% | 6407 |
|
|
2024
Q4 | $39K | Buy |
741
+445
| +150% | +$23.9K | ﹤0.01% | 7456 |
|
|
2024
Q3 | $15.8K | Sell |
296
-235
| -44% | -$11.5K | ﹤0.01% | 7499 |
|
|
2024
Q2 | $22.8K | Buy |
531
+198
| +59% | +$8.02K | ﹤0.01% | 7221 |
|
|
2024
Q1 | $13.6K | Buy |
+333
| New | +$13.2K | ﹤0.01% | 7097 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$39 | – | 10284 |
|
|
2022
Q4 | $39 | Sell |
1
-290
| -100% | -$11.6K | ﹤0.01% | 10502 |
|
|
2022
Q3 | $12K | Buy |
+291
| New | +$11.8K | ﹤0.01% | 8178 |
|
|
2021
Q3 | – | Sell |
-428
| Closed | -$20K | – | 10016 |
|
|
2021
Q2 | $20K | Buy |
+428
| New | +$18K | ﹤0.01% | 7340 |
|
|
2020
Q3 | – | Sell |
-688
| Closed | -$17K | – | 8362 |
|
|
2020
Q2 | $17K | Buy |
688
+84
| +14% | +$1.97K | ﹤0.01% | 6663 |
|
|
2020
Q1 | $13K | Sell |
604
-497
| -45% | -$16.2K | ﹤0.01% | 6779 |
|
|
2019
Q4 | $40K | Buy |
1,101
+346
| +46% | +$12.4K | ﹤0.01% | 6481 |
|
|
2019
Q3 | $27K | Sell |
755
-519
| -41% | -$18.3K | ﹤0.01% | 6551 |
|
|
2019
Q2 | $44K | Buy |
1,274
+521
| +69% | +$18K | ﹤0.01% | 6035 |
|
|
2019
Q1 | $26K | Sell |
753
-505
| -40% | -$17.2K | ﹤0.01% | 6069 |
|
|
2018
Q4 | $41K | Buy |
1,258
+200
| +19% | +$7.14K | ﹤0.01% | 6269 |
|
|
2018
Q3 | $42K | Buy |
1,058
+129
| +14% | +$5.13K | ﹤0.01% | 6284 |
|
|
2018
Q2 | $36K | Buy |
929
+693
| +294% | +$26.1K | ﹤0.01% | 6259 |
|
|
2018
Q1 | $9K | Sell |
236
-510
| -68% | -$17.9K | ﹤0.01% | 6950 |
|
|
2017
Q4 | $25K | Sell |
746
-107
| -13% | -$3.57K | ﹤0.01% | 6383 |
|
|
2017
Q3 | $29K | Sell |
853
-248
| -23% | -$7.9K | ﹤0.01% | 6186 |
|
|
2017
Q2 | $33K | Buy |
1,101
+1,026
| +1,368% | +$31K | ﹤0.01% | 5958 |
|
|
2017
Q1 | $2K | Sell |
75
-55
| -42% | -$1.63K | ﹤0.01% | 7300 |
|
|
2016
Q4 | $4K | Sell |
130
-1,464
| -92% | -$38.6K | ﹤0.01% | 7331 |
|
|
2016
Q3 | $38K | Sell |
1,594
-211
| -12% | -$5.16K | ﹤0.01% | 5733 |
|
|
2016
Q2 | $43K | Buy |
1,805
+1,428
| +379% | +$33.6K | ﹤0.01% | 5632 |
|
|
2016
Q1 | $9K | Sell |
377
-971
| -72% | -$21.8K | ﹤0.01% | 6725 |
|
|
2015
Q4 | $31K | Buy |
1,348
+319
| +31% | +$6.79K | ﹤0.01% | 6302 |
|
|
2015
Q3 | $21K | Buy |
1,029
+392
| +62% | +$7.9K | ﹤0.01% | 6647 |
|
|
2015
Q2 | $13K | Buy |
+637
| New | +$12.8K | ﹤0.01% | 7267 |
|
|
2015
Q1 | – | Sell |
-1,171
| Closed | -$21K | – | 9309 |
|
|
2014
Q4 | $21K | Buy |
+1,171
| New | +$21.2K | ﹤0.01% | 7609 |
|
Other funds holding SFBC
SV
GCWM
VCM
KCM
PSP
OC
UBS Group's SFBC Position: Q1 2026 in Review
UBS Group increased its Sound Financial Bancorp (SFBC) stake by 168% in Q1 2026, buying an estimated $19.5K and bringing the position to 716 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7658.
UBS Group first reported a position in SFBC in Q4 2014 and has held it in 34 quarters since. The position peaked at $243K in Q1 2025. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.
- UBS Group held 716 shares of Sound Financial Bancorp worth $31.3K as of Q1 2026.
- UBS Group bought 449 Sound Financial Bancorp shares in Q1 2026, an estimated $19.5K.
- Sound Financial Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7658 holding.
- UBS Group first reported a position in Sound Financial Bancorp in Q4 2014 and has held it in 34 quarters since.
- UBS Group's Sound Financial Bancorp position peaked at $243K in Q1 2025.
- 49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.