SFBC — SOUND FINL BANCORP INC
Reported value held$8.21M
Funds holding (latest)19
SectorFinancials
Funds holding (Q2 2026)13
Institutional value$5.58M · 129.34K sh
New / Add / Cut / Exit2 / 5 / 5 / 4
Top-5 / Top-10 concentration83.1% / 99.6%
Institutional holdings change
Reducing -37.2%
(-76.60K sh)
Institutional value change
Down -38.1%
As of Q2 2026, 13 SEC-registered investment managers reported holding SFBC (SOUND FINL BANCORP INC) in their latest 13F filings, with a combined reported value of $5.58M across 129.34K shares. That is -37.2% by share count (-76.60K shares) versus the previous quarter, while reported value moved -38.1%. Ownership is concentrated: the five largest holders account for 83.1% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 5 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SFBC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 37.50K | $1.62M | 0.00% | Reduce |
| Geode Capital Management history | 23.72K | $1.02M | 0.00% | Reduce |
| Millennium Management history | 19.53K | $842.02K | 0.00% | New |
| Goldman Sachs Group history | 16.62K | $716.45K | 0.00% | Add |
| UBS Group AG history | 10.07K | $434.16K | 0.00% | Add |
| Renaissance Technologies history | 6.00K | $258.66K | 0.00% | Add |
| Morgan Stanley history | 5.19K | $223.76K | 0.00% | Reduce |
| Wellington Management Group history | 5.17K | $222.84K | 0.00% | Hold |
| Northern Trust Corp history | 4.75K | $204.69K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 334 | $14.40K | 0.00% | Add |
| PNC Financial Services history | 231 | $9.96K | 0.00% | Add |
| Wells Fargo & Co history | 227 | $9.79K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8 | $345 | 0.00% | New |
Q1 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 101.30K | $4.43M | 0.00% | Add |
| Geode Capital Management history | 43.27K | $1.89M | 0.00% | Reduce |
| Northern Trust Corp history | 17.21K | $752.25K | 0.00% | Add |
| Goldman Sachs Group history | 14.03K | $613.34K | 0.00% | New |
| Morgan Stanley history | 5.86K | $256.27K | 0.00% | Add |
| Charles Schwab Investment Management history | 5.83K | $254.87K | 0.00% | Reduce |
| Renaissance Technologies history | 5.67K | $248.05K | 0.00% | Reduce |
| BNY Mellon history | 5.38K | $234.99K | 0.00% | Hold |
| Wellington Management Group history | 5.17K | $225.94K | 0.00% | Hold |
| Wells Fargo & Co history | 1.04K | $45.28K | 0.00% | Reduce |
| UBS Group AG history | 716 | $31.30K | 0.00% | Add |
| Legal & General Investment Management America history | 193 | $8.44K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 169 | $7.39K | 0.00% | Add |
| Citigroup Inc history | 99 | $4.33K | 0.00% | Reduce |
| PNC Financial Services history | 15 | $656 | 0.00% | Reduce |
Q4 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 92.43K | $4.03M | 0.00% | Reduce |
| Geode Capital Management history | 49.18K | $2.15M | 0.00% | Hold |
| Vanguard Group history | 47.22K | $2.06M | 0.00% | Add |
| Northern Trust Corp history | 16.37K | $714.05K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 6.41K | $279.76K | 0.00% | Hold |
| Renaissance Technologies history | 6.20K | $270.51K | 0.00% | New |
| BNY Mellon history | 5.38K | $234.56K | 0.00% | Reduce |
| Wellington Management Group history | 5.17K | $225.52K | 0.00% | Reduce |
| Morgan Stanley history | 4.97K | $216.87K | 0.00% | Add |
| Wells Fargo & Co history | 2.63K | $114.66K | 0.00% | Add |
| Citigroup Inc history | 1.85K | $80.58K | 0.00% | Add |
| Bank of America Corp history | 1.73K | $75.26K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.38K | $60.17K | 0.00% | Reduce |
| UBS Group AG history | 267 | $11.65K | 0.00% | Reduce |
| Legal & General Investment Management America history | 193 | $8.42K | 0.00% | Hold |
| PNC Financial Services history | 75 | $3.27K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 33 | $1.44K | 0.00% | Reduce |
Q3 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 110.08K | $5.07M | 0.00% | Add |
| Geode Capital Management history | 49.31K | $2.27M | 0.00% | Reduce |
| Vanguard Group history | 46.85K | $2.16M | 0.00% | Reduce |
| Northern Trust Corp history | 18.01K | $829.73K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 6.41K | $295.34K | 0.00% | Hold |
| Wellington Management Group history | 5.87K | $270.56K | 0.00% | Hold |
| BNY Mellon history | 5.51K | $253.75K | 0.00% | Add |
| Morgan Stanley history | 4.46K | $205.48K | 0.00% | Add |
| Wells Fargo & Co history | 1.87K | $86.09K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.67K | $76.78K | 0.00% | Add |
| Bank of America Corp history | 930 | $42.84K | 0.00% | Reduce |
| UBS Group AG history | 736 | $33.90K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 277 | $12.76K | 0.00% | Add |
| Legal & General Investment Management America history | 193 | $8.89K | 0.00% | Hold |
| Citigroup Inc history | 31 | $1.43K | 0.00% | Reduce |
| PNC Financial Services history | 6 | $276 | 0.00% | New |
Q2 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 101.44K | $4.67M | 0.00% | Add |
| Geode Capital Management history | 50.51K | $2.32M | 0.00% | Add |
| Vanguard Group history | 47.40K | $2.18M | 0.00% | Add |
| Northern Trust Corp history | 18.48K | $850.26K | 0.00% | Add |
| Charles Schwab Investment Management history | 6.41K | $294.95K | 0.00% | New |
| Wellington Management Group history | 5.87K | $270.20K | 0.00% | Hold |
| BNY Mellon history | 4.63K | $212.93K | 0.00% | New |
| Morgan Stanley history | 3.46K | $159.07K | 0.00% | Add |
| Wells Fargo & Co history | 1.37K | $63.20K | 0.00% | New |
| UBS Group AG history | 1.08K | $49.59K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.02K | $46.74K | 0.00% | New |
| Bank of America Corp history | 943 | $43.38K | 0.00% | Add |
| Citigroup Inc history | 718 | $33.03K | 0.00% | New |
| Legal & General Investment Management America history | 193 | $8.88K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6 | $276 | 0.00% | New |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 42.38K | $2.13M | 0.00% | Hold |
| BlackRock Inc history | 26.73K | $1.34M | 0.00% | Reduce |
| Geode Capital Management history | 24.45K | $1.23M | 0.00% | Add |
| Northern Trust Corp history | 6.94K | $348.19K | 0.00% | Reduce |
| Wellington Management Group history | 5.87K | $294.58K | 0.00% | Hold |
| UBS Group AG history | 4.84K | $242.78K | 0.00% | Add |
| Morgan Stanley history | 349 | $17.50K | 0.00% | Add |
| Bank of America Corp history | 19 | $953 | 0.00% | Add |
New Positions (Q2 2026)
- Millennium Management 19.53K sh · $842.02K
- JPMorgan Chase & Co 8 sh · $345
Fully Exited (vs previous quarter)
- Charles Schwab Investment Management sold 5.83K sh · $254.87K
- BNY Mellon sold 5.38K sh · $234.99K
- Legal & General Investment Management America sold 193 sh · $8.44K
- Citigroup Inc sold 99 sh · $4.33K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 37.50K | 101.30K | 92.43K | 110.08K | 101.44K | 26.73K | 27.84K | 26.15K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 23.72K | 43.27K | 49.18K | 49.31K | 50.51K | 24.45K | 23.85K | 23.89K | 22.48K | 20.93K | 20.93K | 20.93K | 20.54K | 22.10K | 22.10K | 22.15K | 17.55K | 17.20K | 17.20K | 17.40K |
| Millennium Management | 19.53K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 16.62K | 14.03K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 10.07K | 716 | 267 | 736 | 1.08K | 4.84K | 741 | 296 | 531 | 333 | — | — | — | — | 1 | 291 | — | — | — | — |
| Renaissance Technologies | 6.00K | 5.67K | 6.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 5.19K | 5.86K | 4.97K | 4.46K | 3.46K | 349 | 7 | 1 | 22 | 22 | 21 | 21 | 21 | — | 6 | — | — | 2 | — | — |
| Wellington Management Group | 5.17K | 5.17K | 5.17K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 5.87K | 8.29K |
| Northern Trust Corp | 4.75K | 17.21K | 16.37K | 18.01K | 18.48K | 6.94K | 7.14K | 4.95K | 5.06K | 5.24K | 5.66K | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 334 | 169 | 33 | 277 | 6 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 231 | 15 | 75 | 6 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 227 | 1.04K | 2.63K | 1.87K | 1.37K | — | — | — | 498 | 1.02K | 1.02K | 1.02K | 1.02K | 1.02K | 1.02K | 1.01K | 1.02K | 1.01K | 1.01K | 1.22K |
| JPMorgan Chase & Co | 8 | — | 1.38K | 1.67K | 1.02K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 1.73K | 930 | 943 | 19 | 18 | 91 | 18 | 3 | — | 16 | 17 | — | 2 | — | — | — | 4 | 23 |
| BNY Mellon | — | 5.38K | 5.38K | 5.51K | 4.63K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | 99 | 1.85K | 31 | 718 | — | — | 929 | — | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | — | 193 | 193 | 193 | 193 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | 5.83K | 6.41K | 6.41K | 6.41K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 47.22K | 46.85K | 47.40K | 42.38K | 42.38K | 27.58K | 27.47K | 27.46K | 27.45K | 26.08K | 23.65K | 79.93K | 78.21K | 78.16K | 78.16K | 78.16K | 64.28K | 58.22K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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