undamentalytics Newsletter

Sound Financial Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Sound Financial Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 17 institutions that filed 13F reports for both quarters added to or opened positions in Sound Financial Bancorp, and 25 cut or closed them. Together they sold a net 79K shares, −6.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 52K shares (+20.6%); index fund managers were net sellers of 140K shares (−43.9%). 5 opened a new position and 11 sold out entirely.

Bought, Q2 2026 17 institutions, 5 of them new holders Sold, Q2 2026 25 institutions, 11 of them sold out
Net change, all compared −79K shares (−6.3%)
Net change, active managers +52K shares (+20.6%), 4 bought, 2 sold

Buyers versus sellers

institutions compared, 53
Active managers and hedge funds 4 bought · 2 sold · +52K
Index fund managers 0 bought · 9 sold · −140K
Other institutions 13 bought · 14 sold · +9,462

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Alliancebernstein L.P. Active manager +36K +20.0% 216K $9.4M
Millennium Management LLC Hedge fund +20K New position 20K $842,025
UBS Group AG +9,355 +1306.6% 10K $434,161
Graham Capital Wealth Management, LLC +4,641 +4.3% 113K $4.9M
Goldman Sachs Group Inc +2,587 +18.4% 17K $716,445
Russell Investments Group, Ltd. +1,316 +45.8% 4,191 $180,668
BNP Paribas Financial Markets +1,304 +226.0% 1,881 $81,090
Dimensional Fund Advisors LP +345 +1.8% 20K $860,811
Renaissance Technologies LLC Hedge fund +325 +5.7% 6,000 $258,660
PNC Financial Services Group, Inc. +216 +1440.0% 231 $9,958
Royal Bank Of Canada +213 +112.1% 403 $17,000
FMR LLC Active manager +165 +97.6% 334 $14,400
Arax Advisory Partners +53 New position 53 $2,285
Gamma Investing LLC +17 +242.9% 24 $1,035
Bogart Wealth, LLC +12 New position 12 $517
Physician Wealth Advisors, Inc. +12 New position 12 $518
Transamerica Financial Advisors, LLC +2 New position 2 $86

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −64K −63.0% 37K $1.6M
Geode Capital Management, LLC Index funds −20K −45.2% 24K $1M
State Street Corp Index funds −16K −74.3% 5,625 $242,494
Northern Trust Corp Index funds −12K −72.4% 4,748 $204,686
Vanguard Portfolio Management LLC Index funds −12K Sold out 0 —
Vanguard Capital Management LLC Index funds −7,266 −7.0% 96K $4.1M
Charles Schwab Investment Management Inc Index funds −5,831 Sold out 0 —
Bank Of New York Mellon Corp −5,376 Sold out 0 —
Acadian Asset Management LLC Active manager −3,076 −80.4% 750 $31,000
Rhumbline Advisers Index funds −1,936 −67.1% 949 $40,911
Mirae Asset Global Etfs Holdings Ltd. −1,009 Sold out 0 —
Jpmorgan Chase & Co −872 −99.1% 8 $345
Wells Fargo & Company −809 −78.1% 227 $9,786
Vanguard Fiduciary Trust Co Index funds −744 −6.6% 11K $453,819
Police & Firemen'S Retirement System Of New Jersey −738 Sold out 0 —
Morgan Stanley −673 −11.5% 5,190 $223,761
Kennedy Capital Management LLC Active manager −622 −1.2% 52K $2.2M
Tower Research Capital LLC (TRC) −369 −70.3% 156 $6,725
Ameritas Investment Partners, Inc. −219 Sold out 0 —
Legal & General Group PLC −193 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Millennium Management LLCHedge fund 20K $842,025
Arax Advisory Partners 53 $2,285
Physician Wealth Advisors, Inc. 12 $518
Bogart Wealth, LLC 12 $517
Transamerica Financial Advisors, LLC 2 $86

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
42
Ten largest holders
89.1%
of 13F-reported shares
Index fund managers
15.4%
of 13F-reported shares
Active managers and hedge funds
26.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 4 2 1 0 +52K +20.6%
Index fund managers 0 9 0 2 −140K −43.9%
Other institutions 13 14 4 9 +9,462 +1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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