Sound Financial Bancorp

SFBC • NASDAQ

Sound Financial Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Laura Lee Stewart, with a market cap of $106.5M. As of Q3 2025, 40% of shares are held by 43 institutional investors, with Stilwell Value LLC as the largest holder at 17.17%.

President/CEOLaura Lee Stewart

Market Cap$106.5M

Banks - Regional

Financial Services

Employees146.0

Websitesoundcb.com

Country

United States of America

Overview

Overview of institutional ownership in SFBC as of Q3 2025 with a market cap of $110.0M

All Institutions

Institutions: 43
Value Held: $43.8M
Shares Held: 951.9K
Avg Position: $1.0M
Median Position: $143.8K

Hedge Funds

Hedge Funds: 1
Value Held: $18.9M
Shares Held: 410.0K
Avg Position: $18.9M
Median Position: $18.9M

Ownership Breakdown

Institutional (non-HF)

22.69%

$25.0M

Hedge Funds

17.17%

$18.9M

Retail & Other

60.14%

$66.1M

Based on market cap of $110.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SFBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S Stilwell Value LLC Hedge Fund•Activist	Ravi Bipin Shah CFO	$18.9M 6.73% of portfolio	17.17% 410.0K shares	Q1 2015 Held for 10y 8m	$280.8M
B BlackRock, Inc. Institution	-	$5.1M 0.00% of portfolio	4.61% 110.1K shares	Q1 2017 Held for 8y 8m	$5.67T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$4.2M 0.00% of portfolio	3.85% 92.0K shares	Q1 2014 Held for 11y 8m	$317.45B
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	$2.4M 0.05% of portfolio	2.19% 52.4K shares	Q3 2024 Held for 1y 2m	$4.5B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.3M 0.00% of portfolio	2.06% 49.3K shares	Q1 2021 Held for 4y 8m	$1.57T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.2M 0.00% of portfolio	1.96% 46.8K shares	Q2 2017 Held for 8y 5m	$6.69T
O Oppenheimer & Close, LLC Institution	-	$1.5M 1.00% of portfolio	1.37% 32.6K shares	Q3 2013 Held for 12y 2m	$150.2M
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	$1.1M 1.15% of portfolio	1.01% 24.1K shares	Q4 2023 Held for 1y 11m	$96.5M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.0M 0.00% of portfolio	0.92% 22.0K shares	Q2 2024 Held for 1y 5m	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$902.3K 0.00% of portfolio	0.82% 19.6K shares	Q2 2018 Held for 7y 5m	$466.32B

Net Capital Flow

Institutional buying and selling activity for SFBC in Q3 2025

Traded: +$1.0M
Buyers: 21
Sellers: 11
Total Bought: +$1.7M
Total Sold: −$716.0K
Avg Position: $974.3K

Biggest Buyers

Institution	Net Bought	Current Position
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	+$866.3K +18.8K shares	$1.1M 24.1K shares
B BlackRock, Inc. Institution	+$398.0K +8.6K shares	$5.1M 110.1K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$132.7K +2.9K shares	$4.2M 92.0K shares
STATE STREET CORP Institution	+$107.8K +2.3K shares	$1.0M 22.0K shares
MORGAN STANLEY RIA/Wealth	+$46.2K +1.0K shares	$205.5K 4.5K shares
Bank of New York Mellon Corp Institution	+$40.5K +880.0 shares	$253.7K 5.5K shares
P Police & Firemen's Retirement System of New Jersey Institution	+$34.0K +738.0 shares	$34.0K 738.0 shares
JPMORGAN CHASE & CO Institution	+$30.0K +651.0 shares	$76.8K 1.7K shares
R Russell Investments Group, Ltd. RIA/Wealth	+$23.8K +517.0 shares	$23.8K 517.0 shares
WELLS FARGO & COMPANY/MN Institution	+$22.8K +495.0 shares	$86.1K 1.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
FJ Capital Management LLC Hedge Fund•Long/Short	−$285.2K −6.2K shares	Sold Off 0 shares
B BEESE FULMER INVESTMENT MANAGEMENT, INC. Institution	−$239.2K −5.2K shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$55.1K −1.2K shares	$2.3M 49.3K shares
RHUMBLINE ADVISERS Long Only Manager	−$33.3K −722.0 shares	$143.8K 3.1K shares
VANGUARD GROUP INC Institution	−$25.5K −553.0 shares	$2.2M 46.8K shares
Pinnacle Holdings, LLC RIA/Wealth	−$24.4K −529.0 shares	$330.7K 7.2K shares
NORTHERN TRUST CORP Institution	−$21.6K −470.0 shares	$829.7K 18.0K shares
UBS Group AG Institution	−$15.8K −342.0 shares	$33.9K 736.0 shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	−$8.6K −186.0 shares	$45.3K 983.0 shares
R ROYAL BANK OF CANADA Institution	−$6.8K −150.0 shares	$1.0K 22.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SFBC in Q3 2025

New Positions: 4
New Value: $60.0K
Exited Positions: 2
Exited Value: $524.4K

New Positions

Institution	Position Value
P Police & Firemen's Retirement System of New Jersey Institution	$34.0K 738.0 shares
R Russell Investments Group, Ltd. RIA/Wealth	$23.8K 517.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$2.0K 41.0 shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$276.0 6.0 shares

Exited Positions

Institution	Previous Position
FJ Capital Management LLC Hedge Fund•Long/Short	$285.2K 6.2K shares
B BEESE FULMER INVESTMENT MANAGEMENT, INC. Institution	$239.2K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SFBC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SFBC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Stilwell Value LLC Hedge Fund•Activist	Ravi Bipin Shah CFO	6.73% $18.9M	17.17% 410.0K shares	Q1 2015 Held for 10y 8m	$280.8M
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	1.15% $1.1M	1.01% 24.1K shares	Q4 2023 Held for 1y 11m	$96.5M
O Oppenheimer & Close, LLC Institution	-	1.00% $1.5M	1.37% 32.6K shares	Q3 2013 Held for 12y 2m	$150.2M
Arcus Capital Partners, LLC RIA/Wealth	Stephen Stehly Sloan Chairman	0.17% $395.8K	0.36% 8.6K shares	Q3 2024 Held for 1y 2m	$228.6M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.13% $330.7K	0.30% 7.2K shares	Q3 2020 Held for 5y 2m	$246.2M
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	0.05% $2.4M	2.19% 52.4K shares	Q3 2024 Held for 1y 2m	$4.5B
Pacific Sage Partners, LLC RIA/Wealth	Mark Robert Gardner Anderson CEO	0.04% $247.4K	0.22% 5.4K shares	Q4 2023 Held for 1y 11m	$597.2M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.01% $297.1K	0.27% 6.5K shares	Q4 2021 Held for 3y 11m	$4.7B
Empowered Funds, LLC ETF Provider	Wesley Robert Gray CEO	0.00% $297.1K	0.27% 6.5K shares	Q2 2023 Held for 2y 5m	$9.9B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	0.00% $4.2M	3.85% 92.0K shares	Q1 2014 Held for 11y 8m	$317.45B

Hedge Fund Spotlight

Discover hedge funds investing in SFBC

Stilwell Value LLC

Hedge Fund • Activist

Portfolio ManagerRavi Bipin Shah

Portfolio Value: $280.8M
Positions: 30
Last Reported: Q3 2025

Sector Allocation

Position in Sound Financial Bancorp

Market Value: $18.9M
Shares Held: 410.0K
Portfolio Weight: 6.73%
Owned Since: 2015-Q1

Top Holding	Sector	Market Value	Weight
1 Kingsway Financial Services KFS	Auto - Dealerships Consumer Cyclical	$77.5M	27.59%
2 WHLRL Wheeler Real Estate Investment Trust, Inc. WHLRL	REIT - Retail Real Estate	$71.3M	25.39%
3 WHLRL Wheeler Real Estate Investment Trust WHLRL	ETF ETF	$71.3M	25.39%

View full profile

Sound Financial Bancorp

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Sound Financial Bancorp

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