Sound Financial Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 11/14/2025 | 410.02 K | $18.89 M | 0.00% | 16.04% |
| BLACKROCK, INC. | 11/12/2025 | 110.08 K | $5.07 M | 8.52% | 4.31% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 92.00 K | $4.24 M | 3.23% | 3.60% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 52.37 K | $2.41 M | 0.00% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 49.31 K | $2.27 M | -2.37% | 1.93% |
| VANGUARD GROUP INC | 11/07/2025 | 46.85 K | $2.16 M | -1.17% | 1.83% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 32.65 K | $1.50 M | 0.00% | 1.28% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 11/07/2025 | 24.07 K | $1.11 M | 357.62% | 0.94% |
| STATE STREET CORP | 11/14/2025 | 21.96 K | $1.01 M | 11.93% | 0.86% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 19.59 K | $902.28 K | 0.00% | 0.77% |
| NORTHERN TRUST CORP | 11/14/2025 | 18.01 K | $829.73 K | -2.54% | 0.70% |
| ARCUS CAPITAL PARTNERS, LLC | 10/30/2025 | 8.59 K | $395.79 K | 0.00% | 0.34% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 7.18 K | $330.71 K | -6.86% | 0.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 6.45 K | $297.09 K | 0.40% | 0.25% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 6.45 K | $297.09 K | 0.40% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 6.41 K | $295.34 K | 0.00% | 0.25% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 5.87 K | $270.56 K | 0.00% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 5.51 K | $253.75 K | 19.01% | 0.22% |
| PACIFIC SAGE PARTNERS, LLC | 11/06/2025 | 5.37 K | $247.39 K | 0.00% | 0.21% |
| MORGAN STANLEY | 11/14/2025 | 4.46 K | $205.48 K | 29.01% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 4.05 K | $186.45 K | 2.40% | 0.16% |
| RHUMBLINE ADVISERS | 11/06/2025 | 3.12 K | $143.84 K | -18.78% | 0.12% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 2.20 K | $101.33 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.87 K | $86.09 K | 36.03% | 0.07% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.67 K | $76.78 K | 64.07% | 0.07% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 983 | $45.28 K | -15.91% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 930 | $42.84 K | -1.38% | 0.04% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 738 | $33.99 K | 100.00% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 736 | $33.90 K | -31.73% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 517 | $23.81 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 487 | $22.43 K | 30.21% | 0.02% |
| FMR LLC | 11/13/2025 | 277 | $12.76 K | 4,516.67% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 241 | $11.10 K | 100.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 219 | $10.09 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 193 | $8.89 K | 0.00% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 148 | $6.82 K | 155.17% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 134 | $6.17 K | 0.00% | 0.01% |
| AMALGAMATED BANK | 10/29/2025 | 73 | $3.00 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 41 | $1.96 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 41 | $1.89 K | 583.33% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 31 | $1.43 K | -95.68% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 22 | $1.00 K | -87.21% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 6 | $276 | 100.00% | 0.00% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Sound Financial Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Sound Financial Bancorp, Inc.. The most heavily invested institutionals were:
Stilwell Value LLC: 410,019
BlackRock, Inc.: 110,078
ALLIANCEBERNSTEIN L.P.: 92,003
KENNEDY CAPITAL MANAGEMENT LLC: 52,365
GEODE CAPITAL MANAGEMENT, LLC: 49,308
VANGUARD GROUP INC: 46,848
37.23% of Sound Financial Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.26 M shares in the last 24 months. This purchase volume represents approximately $55.89 M in transactions.