Sound Financial Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 05/06/2026 | 410.02 K | $17.92 M | 0.00% | 16.03% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 179.87 K | $7.85 M | 14.21% | 7.03% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 05/12/2026 | 108.62 K | $4.75 M | 20.22% | 4.25% |
| 05/15/2026 | 103.16 K | $4.51 M | 100.00% | 4.03% | |
| BLACKROCK, INC. | 05/13/2026 | 101.30 K | $4.43 M | 9.59% | 3.96% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 52.37 K | $2.29 M | 0.00% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 43.27 K | $1.89 M | -12.03% | 1.69% |
| PACIFIC SAGE PARTNERS, LLC | 04/21/2026 | 36.19 K | $1.58 M | 0.00% | 1.42% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 32.65 K | $1.43 M | 0.00% | 1.28% |
| STATE STREET CORP | 05/15/2026 | 21.86 K | $955.28 K | 1.19% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 19.62 K | $857.85 K | 0.00% | 0.77% |
| NORTHERN TRUST CORP | 05/14/2026 | 17.21 K | $752.25 K | 5.16% | 0.67% |
| FINANCIAL INSIGHTS, INC. | 05/19/2026 | 14.90 K | $651.15 K | 0.00% | 0.58% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 14.03 K | $613.34 K | 100.00% | 0.55% |
| 05/08/2026 | 12.40 K | $542.09 K | 100.00% | 0.48% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 11.27 K | $492.66 K | 100.00% | 0.44% |
| PINNACLE HOLDINGS, LLC | 05/08/2026 | 7.18 K | $313.84 K | 0.00% | 0.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 6.45 K | $281.93 K | 0.00% | 0.25% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 6.45 K | $281.93 K | 0.00% | 0.25% |
| MORGAN STANLEY | 05/15/2026 | 5.86 K | $256.27 K | 17.97% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 5.83 K | $254.87 K | -9.06% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 5.68 K | $248.05 K | -8.47% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 5.38 K | $234.99 K | 0.00% | 0.21% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 5.17 K | $225.94 K | 0.00% | 0.20% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 3.83 K | $164.00 K | 578.37% | 0.15% |
| BARCLAYS PLC | 05/15/2026 | 3.16 K | $138.21 K | -28.17% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 2.89 K | $126.10 K | 12.39% | 0.11% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 2.88 K | $125.67 K | 107.28% | 0.11% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 2.20 K | $96.16 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.04 K | $45.28 K | -60.58% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 1.01 K | $44.10 K | 3.49% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 880 | $39.01 K | -36.19% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 835 | $36.50 K | 100.00% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 738 | $32.26 K | 0.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 716 | $31.30 K | 168.16% | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 676 | $29.55 K | 956.25% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 577 | $25.22 K | 13.58% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 525 | $22.95 K | 106.69% | 0.02% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 219 | $9.57 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 193 | $8.44 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 190 | $8.00 K | -12.44% | 0.01% |
| FMR LLC | 05/15/2026 | 169 | $7.39 K | 412.12% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 99 | $4.33 K | -94.64% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 71 | $3.10 K | -42.28% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 15 | $656 | -80.00% | 0.00% |
| CORNERSTONE PLANNING GROUP LLC | 05/06/2026 | 9 | $379 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 8 | $335 | -80.49% | 0.00% |
| GAMMA INVESTING LLC | 04/06/2026 | 7 | $306 | 100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 04/30/2026 | 2 | $87 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
Sound Financial Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 61 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.: 179,871
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 108,616
BlackRock, Inc.: 101,298
KENNEDY CAPITAL MANAGEMENT LLC: 52,365
GEODE CAPITAL MANAGEMENT, LLC: 43,265
48.86% of Sound Financial Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.47 M shares in the last 24 months. This purchase volume represents approximately $61.84 M in transactions.