Titelia

Funds holding Sound Financial Bancorp Inc

ISIN US83607A1007 · United States

Fund holders
37
Of which ETFs
10 27 other funds
Value held
6.6M $
Share of capital
6.0 % of 2.6M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 72,1973.1M $0.00 %2.81 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 22,832984.3K $0.00 %0.89 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,935456.3K $0.00 %0.43 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 7,621328.5K $0.02 %0.30 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 6,222259.6K $0.00 %0.24 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,599264.4K $0.00 %0.22 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 4,037168.5K $0.00 %0.16 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 3,445162.7K $0.00 %0.13 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,278154.8K $0.00 %0.13 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 3,246135.5K $0.00 %0.13 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,80285.1K $0.00 %0.07 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,64768.7K $0.01 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 1,18949.6K $0.00 %0.05 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,15754.6K $0.00 %0.05 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,09651.8K $0.00 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 99743K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 87136.3K $0.00 %0.03 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70533.3K $0.00 %0.03 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 60028.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 57324.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 48020.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47622.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34514.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 31614.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 28812.4K $0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2229.3K $0.00 %0.01 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 21110K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2009.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1014.2K $0.00 %0.00 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1004.7K $0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 843.5K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 803.3K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 793.3K $0.00 %0.00 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7330.6 $0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4188.9 $0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 283.5 $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 141.7 $0.00 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares Micro-Cap ETF iShares Trust 0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 0.01 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 0.00 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 0.00 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.00 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 0.00 %as of Jul 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 0.00 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q337-38153,045-40.2 %
2026Q2750255,951+42.6 %
2026Q1750179,485-10.1 %
2025Q475+14199,583+6.9 %
2025Q361+38186,633+81.9 %
2025Q2230102,627-0.2 %
2025Q1230102,800+17.2 %
2024Q423+287,728-7.5 %
2024Q321+194,872+1.8 %
2024Q220+193,179+0.3 %
2024Q119-192,866-3.8 %
2023Q42096,567

Institutional managers

45 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
STILWELL VALUE LLC410,01917.9M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.179,8717.8M $as of Mar 31, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC108,6164.7M $as of Mar 31, 2026
BlackRock, Inc.101,2984.4M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC52,3652.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC43,2651.9M $as of Mar 31, 2026
Pacific Sage Partners, LLC36,1911.6M $as of Mar 31, 2026
Oppenheimer & Close, LLC32,6451.4M $as of Mar 31, 2026
STATE STREET CORP21,855955.3K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP19,623857.9K $as of Mar 31, 2026
NORTHERN TRUST CORP17,210752.2K $as of Mar 31, 2026
Financial Insights, Inc.14,897651.1K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC14,032613.3K $as of Mar 31, 2026
Pinnacle Holdings, LLC7,180313.8K $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC6,450281.9K $as of Mar 31, 2026
Empowered Funds, LLC6,450281.9K $as of Mar 31, 2026
MORGAN STANLEY5,863256.3K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,831254.9K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC5,675248.1K $as of Mar 31, 2026
Bank of New York Mellon Corp5,376235K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,169225.9K $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC3,826164 $as of Mar 31, 2026
BARCLAYS PLC3,162138.2K $as of Mar 31, 2026
RHUMBLINE ADVISERS2,885126.1K $as of Mar 31, 2026
Russell Investments Group, Ltd.2,875125.7K $as of Mar 31, 2026

Declared shareholders of Sound Financial Bancorp Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
AllianceBernstein L.P. 8.40 %215,780as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Sound Financial Bancorp Inc". https://titelia.com/en/stocks/sound-financial-bancorp-inc-US83607A1007