63% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 7.68 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
63% buyers of institutions opening or closing positions this quarter
51.7% institutional ownership
Stilwell Value LLC portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in SFBC across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SFBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Stilwell Value LLC | 410K | $17.9M | 0.0% | 15.966% | 10.74% |
| 2 | ALLIANCEBERNSTEIN L.P. | 180K | $7.8M | +14.2% | 7.004% | 0.00% |
| 3 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 109K | $4.7M | +20.2% | 4.229% | 4.22% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 103K | $4.5M | β | 4.017% | 0.00% |
| 5 | BlackRock, Inc. | 101K | $4.4M | +9.6% | 3.945% | 0.00% |
| 6 | KENNEDY CAPITAL MANAGEMENT, INC. | 52K | $2.3M | 0.0% | 2.039% | 0.05% |
| 7 | Financial Insights, Inc. | 45K | $2.0M | β | 1.740% | 0.22% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 43K | $1.9M | -12.0% | 1.685% | 0.00% |
| 9 | Pacific Sage Partners, LLC | 36K | $1.6M | 0.0% | 1.409% | 0.25% |
| 10 | Oppenheimer & Close, LLC | 33K | $1.4M | 0.0% | 1.271% | 0.90% |
| 11 | STATE STREET CORP | 22K | $955K | +1.2% | 0.851% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 20K | $858K | 0.0% | 0.764% | 0.00% |
| 13 | NORTHERN TRUST CORP | 17K | $752K | +5.2% | 0.670% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 14K | $613K | β | 0.546% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12K | $542K | β | 0.483% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 11K | $493K | β | 0.439% | 0.00% |
| 17 | Arcus Capital Partners, LLC | 8K | $360K | β | 0.321% | 0.06% |
| 18 | Empowered Funds, LLC | 6K | $282K | 0.0% | 0.251% | 0.00% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6K | $282K | 0.0% | 0.251% | 0.01% |
| 20 | MORGAN STANLEY | 6K | $256K | +18.0% | 0.228% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6K | $255K | -9.1% | 0.227% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 6K | $248K | -8.5% | 0.221% | 0.00% |
| 23 | Bank of New York Mellon Corp | 5K | $235K | 0.0% | 0.209% | 0.00% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 5K | $226K | 0.0% | 0.201% | 0.00% |
| 25 | BARCLAYS PLC | 3K | $138K | -28.2% | 0.123% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SFBC β a direct measure of their conviction.
Filings activity in SFBC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 48 | +9.1% | 51.66% | +7.68 pp | $56M | +17% |
| Q4 2025 | 44 | +4.8% | 43.98% | +3.69 pp | $47M | +9.1% |
| Q3 2025 | 42 | +0.0% | 40.29% | +0.62 pp | $44M | +1.6% |
| Q2 2025 | 42 | +56% | 39.67% | 2.71 pp | $43M | 6.4% |
| Q1 2025 | 27 | 3.6% | 42.38% | 0.67 pp | $46M | 1.6% |
| Q4 2024 | 28 | 3.4% | 43.05% | 1.49 pp | $46M | 3.3% |
| Q3 2024 | 29 | +7.4% | 44.54% | +5.26 pp | $48M | +13% |
| Q2 2024 | 27 | β | 39.28% | β | $42M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for SFBC.
Quick answers to the most common questions about buying SFBC stock.
Based on Q1 2026 13F filings, institutional ownership of Sound Financial Bancorp, Inc. stands at 51.7%, held across 48 reporting institutions.
Stilwell Value LLC is the largest reported institutional holder of SFBC, with approximately 410,019 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SFBC, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SFBC is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in SFBC during Q1 2026, while 6 fully exited. 28 added to existing positions and 10 trimmed.
SFBC institutional ownership rose by 7.68 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 87.2% of all reported 13F value in SFBC, and the top 25 account for 98.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.