Sound Financial Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 01/29/2026 | 410.02 K | $17.89 M | 0.00% | 16.03% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 157.49 K | $6.87 M | 71.18% | 6.16% |
| BLACKROCK, INC. | 02/12/2026 | 92.43 K | $4.03 M | -16.03% | 3.61% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 01/21/2026 | 90.35 K | $3.94 M | 275.41% | 3.53% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 52.37 K | $2.28 M | 0.00% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 49.18 K | $2.15 M | -0.26% | 1.92% |
| VANGUARD GROUP INC | 01/29/2026 | 47.22 K | $2.06 M | 0.79% | 1.85% |
| PACIFIC SAGE PARTNERS, LLC | 01/16/2026 | 36.19 K | $1.58 M | 573.84% | 1.42% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 32.65 K | $1.42 M | 0.00% | 1.28% |
| STATE STREET CORP | 02/13/2026 | 21.60 K | $942.28 K | -1.64% | 0.84% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 19.62 K | $856.11 K | 0.18% | 0.77% |
| NORTHERN TRUST CORP | 02/17/2026 | 16.37 K | $714.05 K | -9.15% | 0.64% |
| FINANCIAL INSIGHTS, INC. | 04/01/2026 | 14.90 K | $649.96 K | 0.00% | 0.58% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 7.18 K | $313.26 K | 0.00% | 0.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 6.45 K | $281.41 K | 0.00% | 0.25% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 6.45 K | $281.41 K | 0.00% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 6.41 K | $279.76 K | 0.00% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 6.20 K | $270.51 K | 100.00% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 5.38 K | $234.56 K | -2.41% | 0.21% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 5.17 K | $225.52 K | -12.00% | 0.20% |
| MORGAN STANLEY | 02/13/2026 | 4.97 K | $216.87 K | 11.41% | 0.19% |
| BARCLAYS PLC | 02/13/2026 | 4.40 K | $192.06 K | 8.75% | 0.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.63 K | $114.66 K | 40.61% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 2.57 K | $111.99 K | -17.80% | 0.10% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.20 K | $95.99 K | 0.00% | 0.09% |
| CITIGROUP INC | 02/13/2026 | 1.85 K | $80.58 K | 5,858.06% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.73 K | $75.26 K | 85.48% | 0.07% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.39 K | $60.51 K | 168.28% | 0.05% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.38 K | $60.17 K | -17.28% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 975 | $42.54 K | -0.81% | 0.04% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 738 | $32.20 K | 0.00% | 0.03% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 564 | $24.00 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 508 | $22.16 K | 4.31% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 267 | $11.65 K | -63.72% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 254 | $11.08 K | 5.39% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 219 | $9.56 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 217 | $10.00 K | 886.36% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 193 | $8.42 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 130 | $5.67 K | -2.99% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 123 | $5.37 K | -16.89% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 75 | $3.27 K | 1,150.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 67 | $3.00 K | -8.22% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 64 | $2.79 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 41 | $1.79 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 41 | $1.79 K | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 33 | $1.44 K | -88.09% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
Sound Financial Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Sound Financial Bancorp Inc. The most heavily invested institutionals were:
Pacific Sage Partners, LLC: 36,191
Bank of New York Mellon Corp: 5,376
Police & Firemen's Retirement System of New Jersey: 738
UBS Group AG: 716
Sterling Capital Management LLC: 71
Farther Finance Advisors, LLC: 8
43.46% of Sound Financial Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.41 M shares in the last 24 months. This purchase volume represents approximately $59.49 M in transactions.