Sound Financial Bancorp Inc (SFBC) Ownership

36.50 ↑0.44 (1.22%)
As of November 29, 2023, 1:03pm EST.

Institutional Ownership

Stilwell Value LLC is the biggest individual institutional holder of Sound Financial Bancorp Inc (SFBC), owning a total of 379 thousand shares. Combined, the top 25 institutional holders of SFBC own 43.05% of the company with a total of 1.1 million shares.

In the latest ownership report on September 30th 2023, the top 25 institutional holders increased their combined ownership of SFBC by 13 thousand shares. 5 institutions bought 26,161 total additional shares and increased their ownership by an average of 7.28%. However 4 institutions sold 12,984 total shares and decreased their ownership by an average of 4.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sound Financial Bancorp increased by a net total of 13,177 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Stilwell Value LLC14.763%5.862%379,13320,9952023-09-30
FJ Capital Management LLC7.927%0.000%203,57402023-09-30
M3F, Inc.5.252%-8.200%134,873-12,0482023-09-30
Oppenheimer & Close Inc1.400%0.000%35,94502023-09-30
Vanguard Group Inc1.015%10.272%26,0762,4292023-09-30
Bridgeway Capital Management, LLC0.811%3.943%20,8257902023-09-30
Dimensional Fund Advisors, Inc.0.578%8.459%14,8351,1572023-09-30
Greenwich Investment Management Inc0.558%-3.692%14,322-5492023-09-30
Beese Fulmer Investment Management Inc0.432%0.000%11,08002023-09-30
Empowered Funds, LLC0.422%7.872%10,8257902023-09-30
State Street Corporation0.376%-1.799%9,663-1772023-09-30
Pinnacle Holdings, LLC0.309%-2.577%7,940-2102023-09-30
Wellington Management Company LLP0.229%0.000%5,87402023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Stilwell Value LLC14.763%5.862%379,13320,9952023-09-30
FJ Capital Management LLC7.927%0.000%203,57402023-09-30
M3F, Inc.5.252%-8.200%134,873-12,0482023-09-30
AllianceBernstein L.P.4.779%9.845%122,73611,0002023-06-30
Oppenheimer & Close Inc1.400%0.000%35,94502023-09-30
Vanguard Group Inc1.015%10.272%26,0762,4292023-09-30
BlackRock Inc1.014%23.614%26,0384,9742023-06-30
BHZ Capital Management, LP.0.862%-4.959%22,174-1,1572023-03-31
Bridgeway Capital Management, LLC0.811%3.943%20,8257902023-09-30
Geode Capital Management, LLC0.800%-7.041%20,544-1,5562023-06-30
Maltese Capital Management LLC0.681%-12.500%17,500-2,5002023-06-30
Dimensional Fund Advisors, Inc.0.578%8.459%14,8351,1572023-09-30
Greenwich Investment Management Inc0.558%-3.692%14,322-5492023-09-30
Beese Fulmer Investment Management Inc0.432%0.000%11,08002023-09-30
Empowered Funds, LLC0.422%7.872%10,8257902023-09-30
State Street Corporation0.376%-1.799%9,663-1772023-09-30
HRT FINANCIAL LLC0.347%0.000%8,9178,9172023-06-30
Pinnacle Holdings, LLC0.309%-2.577%7,940-2102023-09-30
Wellington Management Company LLP0.229%0.000%5,87402023-09-30
Financial Insights Inc0.223%0.000%5,74202023-03-31
Pacific Sage Partners LLC0.207%0.000%5,3715,3712022-12-31
Wells Fargo & Co0.040%0.098%1,01712023-06-30
Acadian Asset Management LLC0.017%0.000%44002023-03-31
Tower Research Capital LLC0.008%-28.618%217-872023-06-30
Royal Bank of Canada0.003%0.000%67672023-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Sound Financial Bancorp Inc (SFBC), owning a total of 53 thousand shares. Combined, the top 27 mutual fund holders of SFBC own 10.69% of the company with a total of 275 thousand shares.

In the latest ownership report on October 31st 2023, the top 27 fund holders increased their combined ownership of SFBC by 2 shares. 1 funds bought 20 total additional shares and increased their ownership by an average of 0.08%. However 1 funds sold 22 total shares and decreased their ownership by an average of 0.14%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sound Financial Bancorp decreased by a net total of -2 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional Extnd Mkt Idx Tr0.984%0.079%25,261202023-10-31
iShares Core S&P Total US Stock Mkt ETF0.624%-0.137%16,033-222023-10-31
EA Bridgeway Omni Small-Cap Value ETF0.432%0.000%11,10002023-10-31
iShares Micro-Cap ETF0.187%0.000%4,80302023-10-31
Dimensional US Core Equity 2 ETF0.107%0.000%2,74902023-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.081%0.000%53,43702023-03-31
Vanguard Total Stock Mkt Idx Inv2.054%0.000%53,43702023-05-31
Vanguard Institutional Extnd Mkt Idx Tr0.984%0.079%25,261202023-10-31
Vanguard Extended Market Index Investor0.978%8.886%25,1442,0522023-08-31
iShares Core S&P Total US Stock Mkt ETF0.624%-0.137%16,033-222023-10-31
Fidelity® Extended Market Index0.449%2.464%11,5212772023-09-30
EA Bridgeway Omni Small-Cap Value ETF0.432%0.000%11,10002023-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.397%0.000%10,20002022-12-31
Bridgeway Omni Small-Cap Value0.389%0.000%10,00002023-09-30
Bridgeway Omni Small-Cap Value N0.389%0.000%10,00002023-06-30
Auer Growth0.234%0.000%6,00002023-09-30
DFA US Core Equity 2 I0.218%0.000%5,59902023-09-30
iShares Micro-Cap ETF0.187%0.000%4,80302023-10-31
BlackRock Extended Mkt Composite0.175%0.000%4,50102023-09-30
BlackRock Extended Equity Market K0.153%-0.228%3,935-92023-09-30
Fidelity® Total Market Index0.132%0.000%3,40002023-09-30
DFA US Core Equity 1 I0.128%0.000%3,27802023-09-30
Fidelity® Series Total Market Index0.120%0.000%3,07802023-09-30
Dimensional US Core Equity 2 ETF0.107%0.000%2,74902023-10-31
Northern Trust Extended Eq Market Idx0.075%0.000%1,92402023-09-30
NT Ext Equity Mkt Idx Fd - L0.075%0.000%1,92402023-09-30
Vanguard Balanced Index Inv0.074%0.000%1,91602023-05-31
DFA US Vector Equity I0.070%0.000%1,80202023-09-30
Fidelity® NASDAQ Composite Index®0.046%0.000%1,18902023-09-30
Spartan Total Market Index Pool E0.044%0.000%1,13302023-09-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.042%0.000%1,10202023-05-31
Vanguard U.S. Eq Idx £ Acc0.032%0.000%83502023-06-30

Discussions

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Modok11/2/23 07:42am

$SFBC let's gooooooo

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jchonnee10/26/23 02:51pm

$SFBC I warned you all fairly you morons.

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bullorbear8/10/23 12:50pm

$SFBC I gave in! Bought more 100 shares

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