WA
SFBC

Wasatch Advisors’s Sound Financial Bancorp SFBC Stock Holding History

Wasatch 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
2022
Q2 		– Sell
-149,343
Closed -$5.69M – 263
2022
Q1 		$5.69M Sell
149,343
-19,300
-11% -$780K 0.03% 212
2021
Q4 		$7.42M Buy
168,643
+23,645
+16% +$1.02M 0.03% 216
2021
Q3 		$6.53M Hold
144,998
– – 0.03% 233
2021
Q2 		$6.29M Hold
144,998
– – 0.03% 234
2021
Q1 		$6.04M Buy
144,998
+24,909
+21% +$895K 0.03% 226
2020
Q4 		$3.81M Hold
120,089
– – 0.02% 219
2020
Q3 		$3.52M Buy
120,089
+13,276
+12% +$363K 0.02% 216
2020
Q2 		$2.54M Buy
106,813
+3,618
+4% +$84.8K 0.02% 219
2020
Q1 		$2.2M Sell
103,195
-17,351
-14% -$565K 0.02% 208
2019
Q4 		$4.34M Hold
120,546
– – 0.04% 213
2019
Q3 		$4.33M Hold
120,546
– – 0.04% 201
2019
Q2 		$4.12M Buy
120,546
+11,512
+11% +$398K 0.04% 202
2019
Q1 		$3.7M Buy
109,034
+9,032
+9% +$308K 0.04% 189
2018
Q4 		$3.25M Buy
100,002
+18,745
+23% +$669K 0.04% 191
2018
Q3 		$3.21M Hold
81,257
– – 0.04% 204
2018
Q2 		$3.17M Hold
81,257
– – 0.04% 192
2018
Q1 		$2.98M Hold
81,257
– – 0.04% 196
2017
Q4 		$2.79M Hold
81,257
– – 0.04% 194
2017
Q3 		$2.72M Buy
81,257
+9,544
+13% +$304K 0.04% 210
2017
Q2 		$2.18M Hold
71,713
– – 0.03% 237
2017
Q1 		$2.23M Buy
71,713
+6,713
+10% +$199K 0.03% 247
2016
Q4 		$1.82M Buy
+65,000
New +$1.71M 0.03% 262

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wasatch Advisors's SFBC Position: Q2 2022 in Review

Wasatch Advisors sold out of Sound Financial Bancorp (SFBC) in Q2 2022, closing a stake of 149,343 shares — an estimated $5.69M sold.

Wasatch Advisors first reported a position in SFBC in Q4 2016 and held it in 22 quarters. The position peaked at $7.42M in Q4 2021. 21 funds tracked by Wall St. Rank hold SFBC as of Q2 2022.

  • Wasatch Advisors reported no remaining Sound Financial Bancorp position as of Q2 2022 after selling out during the quarter.
  • Wasatch Advisors sold 149,343 Sound Financial Bancorp shares in Q2 2022, an estimated $5.69M.
  • Wasatch Advisors first reported a position in Sound Financial Bancorp in Q4 2016 and held it in 22 quarters.
  • Wasatch Advisors's Sound Financial Bancorp position peaked at $7.42M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q2 2022.

Based on Wasatch Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.