Sound Financial Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 08/07/2026 | 410.02 K | $17.68 M | 0.00% | 16.00% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 215.78 K | $9.43 M | 19.96% | 8.42% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 08/07/2026 | 113.26 K | $4.88 M | 4.27% | 4.42% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 95.89 K | $4.13 M | -7.04% | 3.74% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 51.74 K | $2.23 M | -1.19% | 2.02% |
| BLACKROCK, INC. | 08/07/2026 | 37.50 K | $1.62 M | -62.98% | 1.46% |
| PACIFIC SAGE PARTNERS, LLC | 08/06/2026 | 36.19 K | $1.56 M | 0.00% | 1.41% |
| OPPENHEIMER & CLOSE, LLC | 08/12/2026 | 32.65 K | $1.41 M | 0.00% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 23.72 K | $1.02 M | -45.18% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 19.97 K | $860.81 K | 1.76% | 0.78% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 19.53 K | $842.03 K | 100.00% | 0.76% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 16.62 K | $716.45 K | 18.44% | 0.65% |
| FINANCIAL INSIGHTS, INC. | 08/25/2026 | 14.90 K | $642.21 K | 0.00% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 10.53 K | $453.82 K | -6.60% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 10.07 K | $434.16 K | 1,306.56% | 0.39% |
| PINNACLE HOLDINGS, LLC | 08/12/2026 | 7.14 K | $307.76 K | -0.57% | 0.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 6.45 K | $278.06 K | 0.00% | 0.25% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 6.45 K | $278.06 K | 0.00% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 6.00 K | $258.66 K | 5.73% | 0.23% |
| STATE STREET CORP | 08/07/2026 | 5.63 K | $242.49 K | -74.26% | 0.22% |
| MORGAN STANLEY | 08/13/2026 | 5.19 K | $223.76 K | -11.48% | 0.20% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.17 K | $222.84 K | 0.00% | 0.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 4.75 K | $204.69 K | -72.41% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 4.19 K | $180.67 K | 45.77% | 0.16% |
| BARCLAYS PLC | 08/14/2026 | 3.00 K | $129.16 K | -5.25% | 0.12% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 2.20 K | $94.84 K | 0.00% | 0.09% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 1.88 K | $81.09 K | 226.00% | 0.07% |
| RHUMBLINE ADVISERS | 08/12/2026 | 949 | $40.91 K | -67.11% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 835 | $36.00 K | 0.00% | 0.03% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 750 | $31.00 K | -80.40% | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 676 | $29.14 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 403 | $17.00 K | 112.11% | 0.02% |
| FMR LLC | 08/13/2026 | 334 | $14.40 K | 97.63% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 231 | $9.96 K | 1,440.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 227 | $9.79 K | -78.09% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 156 | $6.73 K | -70.29% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 53 | $2.29 K | 100.00% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 24 | $1.04 K | 242.86% | 0.00% |
| PHYSICIAN WEALTH ADVISORS, INC. | 07/20/2026 | 12 | $518 | 100.00% | 0.00% |
| BOGART WEALTH, LLC | 07/24/2026 | 12 | $517 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 8 | $345 | -99.09% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 08/10/2026 | 2 | $86 | 0.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 2 | $86 | 100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
Sound Financial Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Sound Financial Bancorp Inc. The most heavily invested institutionals were:
Stilwell Value LLC: 410,019
ALLIANCEBERNSTEIN L.P.: 215,780
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 113,257
VANGUARD CAPITAL MANAGEMENT LLC: 95,890
KENNEDY CAPITAL MANAGEMENT LLC: 51,743
BlackRock, Inc.: 37,496
45.70% of Sound Financial Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.51 M shares in the last 24 months. This purchase volume represents approximately $63.40 M in transactions.