Vault-13

SOUND FINL BANCORP INC SFBC

COM · Common Stock · CUSIP 83607A100

44 institutional holders -5 vs Q1 2026
1,163,9541.2m shares reported held*
45.3% of all shares outstanding*
$50.3mreported value*
6 new 12 added 15 reduced 11 sold out net sold ≈ $3.4m (-78.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($307.2k this quarter). Holder counts are more reliable. Shares outstanding: 2.6m as of 2026-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $43.22.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 23Q4 22: 27Q1 23: 23Q2 23: 27Q3 23: 24Q4 23: 25Q1 24: 26Q2 24: 28Q3 24: 30Q4 24: 30Q1 25: 28Q2 25: 43Q3 25: 45Q4 25: 47Q1 26: 49Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202223
Q4 202227
Q1 202323
Q2 202327
Q3 202324
Q4 202325
Q1 202426
Q2 202428
Q3 202430
Q4 202430
Q1 202528
Q2 202543
Q3 202545
Q4 202547
Q1 202649
Q2 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 14 cut or sold outQ4 24: 13 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 9 cut or sold outQ2 25: 28 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 13 cut or sold outQ4 25: 18 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 17 cut or sold outQ2 26: 18 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241214
Q4 20241312
Q1 2025129
Q2 20252811
Q3 20252013
Q4 20251816
Q1 20261917
Q2 20261826

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +35,909+35.9k
MILLENNIUM MANAGEMENT LLC New +19,532+19.5k
UBS Group AG Added +9,355+9.4k
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Added +4,641+4.6k
GOLDMAN SACHS GROUP INC Added +2,587+2.6k
Russell Investments Group, Ltd. Added +1,316+1.3k
BNP PARIBAS FINANCIAL MARKETS Added +1,304+1.3k
DIMENSIONAL FUND ADVISORS LP Added +345+345
RENAISSANCE TECHNOLOGIES LLC Added +325+325
PNC Financial Services Group, Inc. Added +216+216

Biggest sellers

BlackRock, Inc. Reduced -63,802-63.8k
GEODE CAPITAL MANAGEMENT, LLC Reduced -19,545-19.5k
STATE STREET CORP Reduced -16,230-16.2k
NORTHERN TRUST CORP Reduced -12,462-12.5k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -12,402-12.4k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -7,266-7.3k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -5,831-5.8k
Bank of New York Mellon Corp Sold out -5,376-5.4k
ACADIAN ASSET MANAGEMENT LLC Reduced -3,076-3.1k
RHUMBLINE ADVISERS Reduced -1,936-1.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALLIANCEBERNSTEIN L.P. 13G · institution +2.3 pts · filed 2026-08-14 8.4% +2.3 pts 215.8k≈ $9.3m 2026-08-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 2 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—2$170.7k—
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—1$39.7k$39.7k
Q2 20260—1$38.3k$38.3k
Q3 20260—1$41.4k$41.4k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-30 Stewart Laura Lee Chief Executive Officer, director · By CRT Sold plan 900 $45.99 $41.4k900 shares -10%
2026-06-30 Stewart Laura Lee President and CEO, director · By CRT Sold plan 900 $42.60 $38.3k900 shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STILWELL VALUE LLC 10.14% of their portfolio NEW YORK, NY 410,019410.0k $17.7m $17.7m 10.14% Unchanged
2 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 215,780215.8k $9.4m $9.4m 0.00% Added +35.9k +35,909
3 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3.77% of their portfolio WASHINGTON, DC 113,257113.3k $4.9m $4.9m 3.77% Added +4.6k +4,641
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 95,89095.9k $4.1m $4.1m 0.00% Reduced -7.3k -7,266
5 KENNEDY CAPITAL MANAGEMENT LLC 0.04% of their portfolio ST LOUIS, MO 51,74351.7k $2.2m $2.2m 0.04% Reduced -622 -622
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 37,49637.5k $1.6m $1.6m 0.00% Reduced -63.8k -63,802
7 Pacific Sage Partners, LLC 0.22% of their portfolio EDMONDS, WA 36,19136.2k $1.6m $1.6m 0.22% Unchanged
8 Oppenheimer & Close, LLC 0.89% of their portfolio NEW YORK, NY 32,64532.6k $1.4m $1.4m 0.89% Unchanged
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 23,72023.7k $1.0m $1.0m 0.00% Reduced -19.5k -19,545
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 19,96820.0k $860.8k $860.8k 0.00% Added +345 +345
11 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,53219.5k $842.0k $842.0k 0.00% New
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,61916.6k $716.4k $716.4k 0.00% Added +2.6k +2,587
13 Financial Insights, Inc. 0.17% of their portfolio TACOMA, WA 14,89714.9k $642.2k $642.2k 0.17% Unchanged
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 10,52710.5k $453.8k $453.8k 0.00% Reduced -744 -744
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,07110.1k $434.2k $434.2k 0.00% Added +9.4k +9,355
16 Pinnacle Holdings, LLC 0.09% of their portfolio TULSA, OK 7,1397.1k $307.8k $307.8k 0.09% Reduced -41 -41
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 6,4506.5k $278.1k $278.1k 0.00% Unchanged
18 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 6,4506.5k $278.1k $278.1k 0.00% Unchanged
19 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 6,0006.0k $258.7k $258.7k 0.00% Added +325 +325
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 5,6255.6k $242.5k $242.5k 0.00% Reduced -16.2k -16,230
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,1905.2k $223.8k $223.8k 0.00% Reduced -673 -673
22 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 5,1695.2k $222.8k $222.8k 0.00% Unchanged
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 4,7484.7k $204.7k $204.7k 0.00% Reduced -12.5k -12,462
24 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,1914.2k $180.7k $180.7k 0.00% Added +1.3k +1,316
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,9963.0k $129.2k $129.2k 0.00% Reduced -166 -166
26 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,2002.2k $94.8k $94.8k 0.00% Unchanged
27 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,8811.9k $81.1k $81.1k 0.00% Added +1.3k +1,304
28 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 949949 $40.9k $40.9k 0.00% Reduced -1.9k -1,936
29 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 835835 $36.0k $36.0k 0.00% Unchanged
30 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 750750 $31.0k $31.0k 0.00% Reduced -3.1k -3,076
31 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 676676 $29.1k $29.1k 0.00% Unchanged
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 403403 $17.0k $17.0k 0.00% Added +213 +213
33 FMR LLC 0.00% of their portfolio BOSTON, MA 334334 $14.4k $14.4k 0.00% Added +165 +165
34 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 231231 $10.0k $10.0k 0.00% Added +216 +216
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 227227 $9.8k $9.8k 0.00% Reduced -809 -809
36 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 156156 $6.7k $6.7k 0.00% Reduced -369 -369
37 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5353 $2.3k $2.3k 0.00% New
38 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 2424 $1.0k $1.0k 0.00% Added +17 +17
39 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1212 $517 $517 0.00% New
40 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 1212 $0 $0 0.00% New
41 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 1212 $518 $518 0.00% New
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 88 $345 $345 0.00% Reduced -872 -872
43 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 22 $86 $86 0.00% Unchanged
44 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 22 $86 $86 0.00% New