STILWELL VALUE LLC SFBC holdings history
SOUND FINANCIAL BANCORP INC · CUSIP 83607A100 · CIK 1397076
As of 2026-06-30, STILWELL VALUE LLC reported 410.02K SFBC (shares), valued at $17.68M, or 10.14% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares unchanged; reported value decreased 1.37%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.14% | 410,019 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 10.74% | 410,019 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 9.86% | 410,019 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 8.87% | 410,019 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 9.19% | 410,019 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 10.57% | 410,019 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 10.88% | 410,019 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 10.98% | 410,019 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 9.18% | 410,019 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 8.64% | 410,019 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 8.31% | 407,978 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 8.03% | 379,133 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.03% | 379,133 | $14.02M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 8.31% | 407,978 | $15.91M | Shares increased 7.61%; reported value increased 13.52%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 8.64% | 410,019 | $16.68M | Shares increased 0.50%; reported value increased 4.86%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 9.18% | 410,019 | $17.63M | Shares unchanged; reported value increased 5.68%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 10.98% | 410,019 | $21.94M | Shares unchanged; reported value increased 24.42%, and weight changed +1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 10.88% | 410,019 | $21.59M | Shares unchanged; reported value decreased 1.59%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 10.57% | 410,019 | $20.56M | Shares unchanged; reported value decreased 4.75%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 9.19% | 410,019 | $18.86M | Shares unchanged; reported value decreased 8.28%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 8.87% | 410,019 | $18.89M | Shares unchanged; reported value increased 0.13%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 9.86% | 410,019 | $17.89M | Shares unchanged; reported value decreased 5.28%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 10.74% | 410,019 | $17.92M | Shares unchanged; reported value increased 0.18%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 10.14% | 410,019 | $17.68M | Shares unchanged; reported value decreased 1.37%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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