SFBC Institutional Ownership
Sound Financial Bancorp, Inc.
1W: +2.0%
1M: +5.3%
3M: +2.0%
YTD: +4.0%
1Y: -0.3%
3Y: +27.3%
5Y: +6.3%
$45.00
+0.05 (+0.11%)
After Hours: $45.09 (+0.09, +0.21%)
Weekly Expected Move ±6.7%
$39
$42
$45
$48
$51
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SFBC
53
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$50M
Total Invested
5
New Positions
12
Increased
25
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC NEW | 112,207 | $5M | +112,207 | — | 1Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 16,619 | $748K | +16,619 | — | 1Q | SEC ↗ |
| 3 | Financial Insights, Inc. | 14,897 | $670K | — | +0.0% | 2Q | SEC ↗ |
| 4 | RENAISSANCE TECHNOLOGIES LLC NEW | 6,000 | $270K | +6,000 | — | 1Q | SEC ↗ |
| 5 | STATE STREET CORP NEW | 5,625 | $253K | +5,625 | — | 1Q | SEC ↗ |
| 6 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 2,200 | $99K | +2,200 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 1,036 | $47K | +1,036 | — | 1Q | SEC ↗ |
| 8 | GAMMA Investing LLC | 19 | $1K | -5 | -20.8% | 3Q | SEC ↗ |
| 9 | Bogart Wealth, LLC NEW | 12 | $1K | +12 | — | 1Q | SEC ↗ |
| 10 | Physician Wealth Advisors, Inc. | 12 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 11 | Avion Wealth NEW | 12 | $1K | +12 | — | 1Q | SEC ↗ |
| 12 | Transamerica Financial Advisors, LLC NEW | 2 | $0K | +2 | — | 1Q | SEC ↗ |
| 13 | NISA INVESTMENT ADVISORS, LLC NEW | 2 | $0K | +2 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| GRAHAM CAPITAL WEALTH MANAGEMENT, L | 112,207 | $5M |
| GOLDMAN SACHS GROUP INC | 16,619 | $748K |
| RENAISSANCE TECHNOLOGIES LLC | 6,000 | $270K |
| STATE STREET CORP | 5,625 | $253K |
| NEW YORK STATE COMMON RETIREMENT FU | 2,200 | $99K |
| WELLS FARGO & COMPANY/MN | 1,036 | $47K |
| Bogart Wealth, LLC | 12 | $1K |
| Avion Wealth | 12 | $1K |
| Transamerica Financial Advisors, LL | 2 | $0K |
| NISA INVESTMENT ADVISORS, LLC | 2 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GAMMA Investing LLC | -5 | -20.8% | 19 |