SOUND FINL BANCORP INC SFBC
COM · Common Stock · CUSIP 83607A100
- SectorFinancials
- IndustrySavings Institution, Federally Chartered
- HeadquartersSeattle, WA
- FilingsSEC EDGAR
* 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 ($574.8k this quarter). Holder counts are more reliable. Shares outstanding: 2.6m as of 2024-08-08, 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 ≈ $42.92.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 23 |
| Q4 2022 | 27 |
| Q1 2023 | 23 |
| Q2 2023 | 27 |
| Q3 2023 | 24 |
| Q4 2023 | 25 |
| Q1 2024 | 26 |
| Q2 2024 | 28 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 8 | 7 |
| Q1 2023 | 5 | 9 |
| Q2 2023 | 11 | 8 |
| Q3 2023 | 9 | 9 |
| Q4 2023 | 14 | 6 |
| Q1 2024 | 10 | 7 |
| Q2 2024 | 10 | 10 |
Biggest buyers
| STATE STREET CORP | New | +4.6k |
| ALLIANCEBERNSTEIN L.P. | Added | +1.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +415 |
| UBS Group AG | Added | +198 |
| BlackRock Inc. | Added | +62 |
| BANK OF AMERICA CORP /DE/ | Added | +15 |
| VANGUARD GROUP INC | Added | +11 |
| INNEALTA CAPITAL, LLC | New | +1 |
Biggest sellers
| Empowered Funds, LLC | Reduced | -12.2k |
| M3F, Inc. | Reduced | -3.3k |
| Greenwich Investment Management, Inc. | Reduced | -1.3k |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Reduced | -550 |
| WELLS FARGO & COMPANY/MN | Reduced | -520 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | Reduced | -419 |
| NORTHERN TRUST CORP | Reduced | -176 |
| MORGAN STANLEY | Reduced | -44 |
| Pinnacle Holdings, LLC | Reduced | -41 |
| Tower Research Capital LLC (TRC) | Reduced | -34 |
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.
| Holder | Stake |
|---|---|
| ALLIANCEBERNSTEIN L.P. 13G · institution +2.3 pts · filed 2026-08-14 | 8.4% |
Insider purchases and sales in Q2 2024
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $52.1k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 1 | $36.5k | — |
| Q3 2023 | 0 | — | 2 | $55.4k | — |
| Q4 2023 | 0 | — | 2 | $126.2k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $31.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-14 | Haddad David S Jr Director | Sold | $22.2k564 shares |
| 2024-05-09 | Haddad David S Jr Director | Sold | $9.4k236 shares |
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 2024
| Manager | Shares | Change |
|---|---|---|
| STILWELL VALUE LLC 9.18% of their portfolio | 410.0k $17.6m | Unchanged |
| FJ Capital Management LLC 0.90% of their portfolio | 203.6k $8.6m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 143.1k $6.2m | Added +1.7k |
| M3F, Inc. 1.50% of their portfolio | 94.0k $4.0m | Reduced -3.3k |
| Oppenheimer & Close, LLC 1.36% of their portfolio | 35.9k $1.5m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 27.5k $1.2m | Added +11 |
| BlackRock Inc. 0.00% of their portfolio | 26.1k $1.1m | Added +62 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 23.1k $1.0m | Added +415 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 22.5k $988.4k | Added +1.5k |
| Financial Insights, Inc. 0.21% of their portfolio | 17.9k $769.6k | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 16.8k $739.0k | Added +1.1k |
| Empowered Funds, LLC 0.01% of their portfolio | 13.1k $574.8k | Reduced -12.2k |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.04% of their portfolio | 10.5k $462.9k | Reduced -550 |
| Greenwich Investment Management, Inc. 0.41% of their portfolio | 10.4k $446.7k | Reduced -1.3k |
| Pinnacle Holdings, LLC 0.14% of their portfolio | 7.7k $335.3k | Reduced -41 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 5.9k $258.2k | Unchanged |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 0.34% of their portfolio | 5.8k $250.8k | Reduced -419 |
| Pacific Sage Partners, LLC 0.06% of their portfolio | 5.4k $236.1k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 5.1k $217.7k | Reduced -176 |
| STATE STREET CORP 0.00% of their portfolio | 4.6k $202.0k | New |
| UBS Group AG 0.00% of their portfolio | 531 $22.8k | Added +198 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 498 $21.4k | Reduced -520 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 440 $19.0k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 220 $9.5k | Reduced -34 |
| MORGAN STANLEY 0.00% of their portfolio | 22 $964 | Reduced -44 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18 $774 | Added +15 |
| INNEALTA CAPITAL, LLC 0.00% of their portfolio | 1 $44 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |