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Sound Financial Bancorp Inc (SFBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Graham Capital Wealth Management, LLC
DECREASED
Shares112,207 from 113,257
Change-1,050 (-1%)
Value$5.0M (+$127.6K)
Filed 2026-10-26
Pacific Sage Partners, LLC
UNCHANGED
Shares36,191 from 36,191
Change0 (0%)
Value$1.6M (+$55.7K)
Filed 2026-10-21
Geode Capital Management, LLC
DECREASED
Shares23,610 from 23,720
Change-110 (0%)
Value$1.1M (+$31.6K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares20,163 from 19,968
Change+195 (+1%)
Value$900.6K (+$39.8K)
Filed 2026-11-04
Financial Insights, Inc.
UNCHANGED
Shares14,897 from 14,897
Change0 (0%)
Value$665.2K (+$22.9K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares4,897 from 4,191
Change+706 (+17%)
Value$218.6K (+$38.0K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares4,309 from 2,996
Change+1,313 (+44%)
Value$192.4K (+$63.2K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares166 from 231
Change-65 (-28%)
Value$7.4K (-$2.5K)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares19 from 24
Change-5 (-21%)
Value$848 (-$187)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$536 (+$18)
Filed 2026-10-20
Nisa Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$89 (+$3)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 ($0)
Filed 2026-11-04
Stilwell Value LLCA
N/A
Shares— from 410,019
Change-410,019 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 215,780
Change-215,780 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 95,890
Change-95,890 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 51,743
Change-51,743 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 37,496
Change-37,496 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 32,645
Change-32,645 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 19,532
Change-19,532 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 10,527
Change-10,527 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,169
Change-5,169 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 949
Change-949 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 403
Change-403 (-100%)
Value—
FMR LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 227
Change-227 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 156
Change-156 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 53
Change-53 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Graham Capital Wealth Management, LLC
DECREASED112,207113,257-1,050-1%$4.9M$5.0M+$127.6K2026-10-26
Pacific Sage Partners, LLC
UNCHANGED36,19136,19100%$1.6M$1.6M+$55.7K2026-10-21
Geode Capital Management, LLC
DECREASED23,61023,720-1100%$1.0M$1.1M+$31.6K2026-11-06
Dimensional Fund Advisors LP
INCREASED20,16319,968+195+1%$860.8K$900.6K+$39.8K2026-11-04
Financial Insights, Inc.
UNCHANGED14,89714,89700%$642.2K$665.2K+$22.9K2026-10-27
Russell Investments Group, Ltd.
INCREASED4,8974,191+706+17%$180.7K$218.6K+$38.0K2026-11-06
Barclays PLC
INCREASED4,3092,996+1,313+44%$129.2K$192.4K+$63.2K2026-11-06
PNC Financial Services Group, Inc.
DECREASED166231-65-28%$10.0K$7.4K-$2.5K2026-11-06
Gamma Investing LLC
DECREASED1924-5-21%$1.0K$848-$1872026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED121200%$518$536+$182026-10-20
Nisa Investment Advisors, LLC
UNCHANGED2200%$86$89+$32026-10-20
Avion Wealth
CLOSED012-12-100%$0$0$02026-11-04
Stilwell Value LLCA
N/A—410,019-410,019-100%$17.7M———
Alliancebernstein L.P.
N/A—215,780-215,780-100%$9.4M———
Vanguard Capital Management LLC
N/A—95,890-95,890-100%$4.1M———
Kennedy Capital Management LLC
N/A—51,743-51,743-100%$2.2M———
BlackRock, Inc.
N/A—37,496-37,496-100%$1.6M———
Oppenheimer & Close, LLC
N/A—32,645-32,645-100%$1.4M———
Millennium Management LLC
N/A—19,532-19,532-100%$842.0K———
Goldman Sachs Group Inc
N/A—16,619-16,619-100%$716.4K———
Vanguard Fiduciary Trust Co
N/A—10,527-10,527-100%$453.8K———
UBS Group AG
N/A—10,071-10,071-100%$434.2K———
Pinnacle Holdings, LLC
N/A—7,139-7,139-100%$307.8K———
Bridgeway Capital Management, LLC
N/A—6,450-6,450-100%$278.1K———
Empowered Funds, LLC
N/A—6,450-6,450-100%$278.1K———
Renaissance Technologies LLC
N/A—6,000-6,000-100%$258.7K———
State Street Corp
N/A—5,625-5,625-100%$242.5K———
Morgan Stanley
N/A—5,190-5,190-100%$223.8K———
Wellington Management Group LLP
N/A—5,169-5,169-100%$222.8K———
Northern Trust Corp
N/A—4,748-4,748-100%$204.7K———
New York State Common Retirement Fund
N/A—2,200-2,200-100%$94.8K———
BNP Paribas Financial Markets
N/A—1,881-1,881-100%$81.1K———
Rhumbline Advisers
N/A—949-949-100%$40.9K———
Vanguard Global Advisers, LLC
N/A—835-835-100%$36.0K———
Acadian Asset Management LLC
N/A—750-750-100%$31———
UBS Asset Management Americas LLC
N/A—676-676-100%$29.1K———
Royal Bank of Canada
N/A—403-403-100%$17.0K———
FMR LLC
N/A—334-334-100%$14.4K———
Wells Fargo & Company
N/A—227-227-100%$9.8K———
Tower Research Capital LLC (TRC)
N/A—156-156-100%$6.7K———
Arax Advisory Partners
N/A—53-53-100%$2.3K———
Bogart Wealth, LLC
N/A—12-12-100%$517———
JPMorgan Chase & Co
N/A—8-8-100%$345———
Transamerica Financial Advisors, LLC
N/A—2-2-100%$86———
Showing 44 of 44 institutions