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Sound Finl Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Sound Finl Ban (SFBC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Sound Finl Ban

Tip: Access up to 7 years of quarterly data

All positions including Sound Finl Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sound Finl Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $518 12 43.17

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Sound Finl Ban

Stilwell Value
Alliancebernstein
Graham Capital Wealth Management
Vanguard Capital Management
Kennedy Capital Management
BlackRock
Pacific Sage Partners
Oppenheimer & Close
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Goldman Sachs Group
Financial Insights
Vanguard Fiduciary Trust

View all funds holding Sound Finl Ban