Wellington Management Group’s Sound Financial Bancorp SFBC Stock Holding History

Wellington Management Group’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	$226K	Hold	5,169	–	–	﹤0.01%	1829
2025 Q4	$226K	Sell	5,169 -705	-12%	-$31.5K	﹤0.01%	1878
2025 Q3	$271K	Hold	5,874	–	–	﹤0.01%	1930
2025 Q2	$270K	Hold	5,874	–	–	﹤0.01%	1888
2025 Q1	$295K	Hold	5,874	–	–	﹤0.01%	1877
2024 Q4	$309K	Hold	5,874	–	–	﹤0.01%	1872
2024 Q3	$314K	Hold	5,874	–	–	﹤0.01%	1862
2024 Q2	$258K	Hold	5,874	–	–	﹤0.01%	1840
2024 Q1	$236K	Hold	5,874	–	–	﹤0.01%	1866
2023 Q4	$229K	Hold	5,874	–	–	﹤0.01%	1784
2023 Q3	$216K	Hold	5,874	–	–	﹤0.01%	1764
2023 Q2	$210K	Hold	5,874	–	–	﹤0.01%	1777
2023 Q1	$217K	Hold	5,874	–	–	﹤0.01%	1958
2022 Q4	$238K	Hold	5,874	–	–	﹤0.01%	1930
2022 Q3	$238K	Hold	5,874	–	–	﹤0.01%	1952
2022 Q2	$223K	Hold	5,874	–	–	﹤0.01%	1998
2022 Q1	$224K	Hold	5,874	–	–	﹤0.01%	2062
2021 Q4	$258K	Sell	5,874 -2,420	-29%	-$105K	﹤0.01%	2106
2021 Q3	$373K	Sell	8,294 -2,084	-20%	-$93K	﹤0.01%	2005
2021 Q2	$450K	Sell	10,378 -1,153	-10%	-$48.5K	﹤0.01%	1944
2021 Q1	$480K	Sell	11,531 -4,193	-27%	-$151K	﹤0.01%	1864
2020 Q4	$499K	Sell	15,724 -951	-6%	-$28.8K	﹤0.01%	1714
2020 Q3	$489K	Sell	16,675 -2,036	-11%	-$55.7K	﹤0.01%	1715
2020 Q2	$445K	Sell	18,711 -11,402	-38%	-$267K	﹤0.01%	1678
2020 Q1	$643K	Sell	30,113 -3,346	-10%	-$109K	﹤0.01%	1644
2019 Q4	$1.21M	Sell	33,459 -4,295	-11%	-$153K	﹤0.01%	1665
2019 Q3	$1.36M	Sell	37,754 -289	-0.8%	-$10.2K	﹤0.01%	1673
2019 Q2	$1.3M	Sell	38,043 -2,571	-6%	-$88.9K	﹤0.01%	1712
2019 Q1	$1.38M	Sell	40,614 -8,551	-17%	-$292K	﹤0.01%	1706
2018 Q4	$1.6M	Sell	49,165 -4,286	-8%	-$153K	﹤0.01%	1699
2018 Q3	$2.11M	Hold	53,451	–	–	﹤0.01%	1696
2018 Q2	$2.08M	Sell	53,451 -9,623	-15%	-$363K	﹤0.01%	1713
2018 Q1	$2.31M	Hold	63,074	–	–	﹤0.01%	1691
2017 Q4	$2.16M	Sell	63,074 -20,720	-25%	-$692K	﹤0.01%	1720
2017 Q3	$2.8M	Hold	83,794	–	–	﹤0.01%	1639
2017 Q2	$2.55M	Sell	83,794 -25,740	-23%	-$777K	﹤0.01%	1637
2017 Q1	$3.41M	Sell	109,534 -4,525	-4%	-$134K	﹤0.01%	1591
2016 Q4	$3.19M	Sell	114,059 -17,005	-13%	-$448K	﹤0.01%	1558
2016 Q3	$3.17M	Hold	131,064	–	–	﹤0.01%	1542
2016 Q2	$3.14M	Sell	131,064 -24,977	-16%	-$589K	﹤0.01%	1489
2016 Q1	$3.51M	Hold	156,041	–	–	﹤0.01%	1443
2015 Q4	$3.5M	Hold	156,041	–	–	﹤0.01%	1470
2015 Q3	$3.16M	Sell	156,041 -5,472	-3%	-$110K	﹤0.01%	1482
2015 Q2	$3.45M	Sell	161,513 -37,830	-19%	-$762K	﹤0.01%	1517
2015 Q1	$3.82M	Hold	199,343	–	–	﹤0.01%	1523
2014 Q4	$3.62M	Hold	199,343	–	–	﹤0.01%	1537
2014 Q3	$3.58M	Hold	199,343	–	–	﹤0.01%	1532
2014 Q2	$3.44M	Hold	199,343	–	–	﹤0.01%	1553
2014 Q1	$3.47M	Hold	199,343	–	–	﹤0.01%	1564
2013 Q4	$3.37M	Hold	199,343	–	–	﹤0.01%	1584
2013 Q3	$3.06M	Hold	199,343	–	–	﹤0.01%	1553
2013 Q2	$2.67M	Buy	+199,343	New	+$2.6M	﹤0.01%	1576

Other funds holding SFBC

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group's SFBC Position: Q1 2026 in Review

Wellington Management Group held its Sound Financial Bancorp (SFBC) position steady in Q1 2026 at 5,169 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Wellington Management Group first reported a position in SFBC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.82M in Q1 2015. 49 funds tracked by Wall St. Rank hold SFBC as of Q1 2026.

Wellington Management Group held 5,169 shares of Sound Financial Bancorp worth $226K as of Q1 2026.
Wellington Management Group left its Sound Financial Bancorp share count unchanged in Q1 2026.
Sound Financial Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1829 holding.
Wellington Management Group first reported a position in Sound Financial Bancorp in Q2 2013 and has held it in 52 quarters since.
Wellington Management Group's Sound Financial Bancorp position peaked at $3.82M in Q1 2015.
49 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.