Sound Financial Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 11/13/2024 | 410,019 | $21.94 M | 0.00% | 16.12% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 148,352 | $7.94 M | 3.68% | 5.83% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 118,866 | $6.36 M | -41.61% | 4.67% |
| OPPENHEIMER & CLOSE, LLC | 10/17/2024 | 32,645 | $1.75 M | -9.18% | 1.28% |
| VANGUARD GROUP INC | 11/13/2024 | 27,581 | $1.48 M | 0.40% | 1.08% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 26,148 | $1.40 M | 100.00% | 1.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 23,885 | $1.28 M | 6.26% | 0.94% |
| FINANCIAL INSIGHTS, INC. | 10/22/2024 | 17,697 | $946,790 | -1.12% | 0.70% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 17,581 | $940,584 | 4.58% | 0.69% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10/22/2024 | 10,530 | $563,355 | 0.00% | 0.41% |
| ARCUS CAPITAL PARTNERS, LLC | 11/04/2024 | 9,400 | $502,900 | 100.00% | 0.37% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 8,740 | $467,590 | 100.00% | 0.34% |
| PINNACLE HOLDINGS, LLC | 11/12/2024 | 7,709 | $412,432 | 0.00% | 0.30% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 7,691 | $411,469 | -66.67% | 0.30% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 7,691 | $411,469 | -41.18% | 0.30% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 5,874 | $314,259 | 0.00% | 0.23% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 10/24/2024 | 5,530 | $295,855 | -5.18% | 0.22% |
| PACIFIC SAGE PARTNERS, LLC | 10/28/2024 | 5,371 | $287,349 | 0.00% | 0.21% |
| STATE STREET CORP | 11/14/2024 | 5,095 | $272,583 | 10.88% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 3,863 | $206,671 | 100.00% | 0.15% |
| FNY INVESTMENT ADVISERS, LLC | 10/18/2024 | 2,805 | $150,000 | 100.00% | 0.11% |
| UBS GROUP AG | 11/14/2024 | 296 | $15,837 | -44.26% | 0.01% |
| BARCLAYS PLC | 11/19/2024 | 153 | $8,000 | 100.00% | 0.01% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 98 | $5,000 | -77.73% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 91 | $4,869 | 405.56% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 80 | $4,280 | -63.64% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 1 | $79 | -95.45% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| M3F, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Sound Financial Bancorp, Inc.institutional Ownership - FAQ's
During the previous two years, 37 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.: 148,352
FJ Capital Management LLC: 118,866
Oppenheimer & Close, LLC: 32,645
VANGUARD GROUP INC: 27,581
BlackRock Funding, Inc. /DE: 26,148
35.75% of Sound Financial Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.19 M shares in the last 24 months. This purchase volume represents approximately $63.37 M in transactions.