SOUND FINL BANCORP INC (SFBC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,171,080 shares against 2,568,043 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | $17.7M | 410,019 | 10.14% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $9.4M | 215,780 | 0.00% | 31q | +20.0%+$1.6M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $4.9M | 113,257 | 3.77% | 11q | +4.3%+$200.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1M | 95,890 | 0.00% | 2q | -7.0%-$313.2K |
| KENNEDY CAPITAL MANAGEMENT LLC | $2.2M | 51,743 | 0.04% | 8q | -1.2%-$26.8K |
| BlackRock, Inc. | $1.6M | 37,496 | 0.00% | 8q | -63.0%-$2.8M |
| Pacific Sage Partners, LLC | $1.6M | 36,191 | 0.22% | 11q | HELD |
| Oppenheimer & Close, LLC | $1.4M | 32,645 | 0.89% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.0M | 23,720 | 0.00% | 22q | -45.2%-$842.8K |
| DIMENSIONAL FUND ADVISORS LP | $860.8K | 19,968 | 0.00% | 31q | +1.8%+$14.9K |
| MILLENNIUM MANAGEMENT LLC | $842.0K | 19,532 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $716.4K | 16,619 | 0.00% | 2q | +18.4%+$111.5K |
| Financial Insights, Inc. | $642.2K | 14,897 | 0.17% | 25q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $453.8K | 10,527 | 0.00% | 2q | -6.6%-$32.1K |
| UBS Group AG | $434.2K | 10,071 | 0.00% | 10q | +1306.6%+$403.3K |
| Pinnacle Holdings, LLC | $307.8K | 7,139 | 0.09% | 24q | -0.6%-$1.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $278.1K | 6,450 | 0.00% | 19q | HELD |
| Empowered Funds, LLC | $278.1K | 6,450 | 0.00% | 13q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $258.7K | 6,000 | 0.00% | 3q | +5.7%+$14.0K |
| STATE STREET CORP | $242.5K | 5,625 | 0.00% | 9q | -74.3%-$699.7K |
| MORGAN STANLEY | $223.8K | 5,190 | 0.00% | 13q | -11.5%-$29.0K |
| WELLINGTON MANAGEMENT GROUP LLP | $222.8K | 5,169 | 0.00% | 31q | HELD |
| NORTHERN TRUST CORP | $204.7K | 4,748 | 0.00% | 11q | -72.4%-$537.2K |
| Russell Investments Group, Ltd. | $180.7K | 4,191 | 0.00% | 4q | +45.8%+$56.7K |
| BARCLAYS PLC | $129.2K | 2,996 | 0.00% | 5q | -5.2%-$7.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $94.8K | 2,200 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $81.1K | 1,881 | 0.00% | 5q | +226.0%+$56.2K |
| RHUMBLINE ADVISERS | $40.9K | 949 | 0.00% | 5q | -67.1%-$83.5K |
| Vanguard Global Advisers, LLC | $36.0K | 835 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $31.0K | 750 | 0.00% | 3q | -80.4%-$127.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.1K | 676 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $17.0K | 403 | 0.00% | 5q | +112.1%+$9.0K |
| FMR LLC | $14.4K | 334 | 0.00% | 5q | +97.6%+$7.1K |
| PNC Financial Services Group, Inc. | $10.0K | 231 | 0.00% | 4q | +1440.0%+$9.3K |
| WELLS FARGO & COMPANY/MN | $9.8K | 227 | 0.00% | 5q | -78.1%-$34.9K |
| Tower Research Capital LLC (TRC) | $6.7K | 156 | 0.00% | 4q | -70.3%-$15.9K |
| Arax Advisory Partners | $2.3K | 53 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.0K | 24 | 0.00% | 2q | +242.9% |
| Physician Wealth Advisors, Inc. | $518 | 12 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $517 | 12 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $345 | 8 | 0.00% | 5q | -99.1%-$37.6K |
| NISA INVESTMENT ADVISORS, LLC | $86 | 2 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $86 | 2 | 0.00% | new | NEW |
| Avion Wealth | $0 | 12 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $7.3M | 163,328 | 0 | 0 | 2 | 0.0% |
| Q2 2026 | 44 | $50.6M | 1,171,080 | 6 | 12 | 15 | 0.0% |
| Q1 2026 | 49 | $54.6M | 1,249,632 | 4 | 15 | 11 | 0.0% |
| Q4 2025 | 47 | $48.8M | 1,119,472 | 3 | 14 | 14 | 0.0% |
| Q3 2025 | 45 | $44.7M | 970,475 | 5 | 13 | 11 | 0.0% |
| Q2 2025 | 42 | $43.9M | 954,938 | 18 | 10 | 8 | 0.0% |
| Q1 2025 | 27 | $46.5M | 926,501 | 2 | 8 | 4 | 0.0% |
| Q4 2024 | 29 | $48.2M | 915,583 | 2 | 11 | 8 | 0.0% |
| Q3 2024 | 29 | $48.7M | 909,669 | 6 | 5 | 11 | 0.0% |
| Q2 2024 | 27 | $46.8M | 1,090,625 | 2 | 6 | 10 | 0.0% |
| Q1 2024 | 25 | $44.7M | 1,099,611 | 2 | 6 | 6 | 0.0% |
| Q4 2023 | 24 | $42.3M | 1,085,009 | 4 | 9 | 3 | 0.0% |
| Q3 2023 | 23 | $39.3M | 1,063,231 | 1 | 8 | 5 | 0.0% |
| Q2 2023 | 26 | $38.2M | 1,075,079 | 5 | 5 | 7 | 0.0% |
| Q1 2023 | 21 | $40.9M | 1,104,327 | 0 | 5 | 4 | 0.0% |
| Q4 2022 | 26 | $43.5M | 1,104,033 | 3 | 3 | 5 | 0.0% |
| Q3 2022 | 22 | $380.6M | 9,393,196 | 1 | 2 | 7 | 0.0% |
| Q2 2022 | 21 | $356.7M | 9,398,780 | 0 | 6 | 3 | 0.0% |
| Q1 2022 | 23 | $360.4M | 9,458,638 | 0 | 4 | 3 | 0.0% |
| Q4 2021 | 26 | $416.7M | 9,469,127 | 3 | 4 | 7 | 0.0% |
| Q3 2021 | 24 | $424.2M | 9,439,044 | 1 | 4 | 5 | 0.0% |
| Q2 2021 | 24 | $434.0M | 9,448,751 | 4 | 6 | 5 | 0.0% |
| Q1 2021 | 23 | $393.6M | 9,455,295 | 3 | 5 | 4 | 0.0% |
| Q4 2020 | 21 | $299.7M | 9,439,670 | 1 | 4 | 3 | 0.0% |
| Q3 2020 | 21 | $155.9M | 5,261,479 | 2 | 6 | 6 | 0.0% |
| Q2 2020 | 22 | $25.4M | 1,048,223 | 2 | 5 | 4 | 0.0% |
| Q1 2020 | 20 | $21.8M | 1,032,105 | 0 | 7 | 7 | 0.0% |
| Q4 2019 | 24 | $37.3M | 1,036,273 | 3 | 6 | 2 | 0.0% |
| Q3 2019 | 23 | $36.8M | 1,020,870 | 2 | 5 | 5 | 0.0% |
| Q2 2019 | 22 | $34.2M | 1,000,553 | 2 | 8 | 2 | 0.0% |
| Q1 2019 | 20 | $33.1M | 975,236 | 0 | 4 | 5 | 0.0% |
| Q4 2018 | 20 | $31.4M | 964,244 | 0 | 0 | 0 | 0.0% |