SFBC β€” Sounds Financial

Ownership history in Pinnacle Holdings, LLC  Β·  21 quarters on record

AI Ownership Summary

Pinnacle Holdings, LLC reported Sounds Financial (SFBC) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2024 Q3. The latest visible filing shows SFBC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SFBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Holdings, LLC's position in Sounds Financial, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SFBC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Holdings, LLC held SFBC β€” position size vs. price
% of Fund (quarterly)    SFBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,180 β€” 0% 0.11% $313K 2026-02-14 (Est.) $44.30
2025 Q3 REDUCED 7,180 -529 -6.9% 0.12% $331K 2025-11-12 $44.60
2025 Q2 UNCHANGED 7,709 β€” 0% 0.13% $355K 2025-08-07 $45.45
2025 Q1 UNCHANGED 7,709 β€” 0% 0.15% $387K 2025-05-13 $49.54
2024 Q4 UNCHANGED 7,709 β€” 0% 0.15% $406K 2025-02-13 $50.34
2024 Q3 UNCHANGED 7,709 β€” 0% 0.16% $412K 2024-11-12 $53.58
2024 Q2 REDUCED 7,709 -41 -0.5% 0.14% $335K 2024-08-13 $45.01
2024 Q1 REDUCED 7,750 -190 -2.4% 0.13% $315K 2024-05-09 $38.51
2023 Q4 UNCHANGED 7,940 β€” 0% 0.13% $310K 2024-02-14 $37.81
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SFBC

As of 2026 Q1 β€” sorted by position size

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FAQ About Pinnacle Holdings, LLC and SFBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Holdings, LLC reported owning SFBC?

Pinnacle Holdings, LLC reported SFBC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SFBC position in Pinnacle Holdings, LLC's portfolio?

The largest reported portfolio weight for SFBC was 0.16% in 2024 Q3.

What is the latest reported SFBC position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Holdings, LLC reported 7,180 shares, equal to 0.11% of portfolio, with an estimated market value of $313K.

What does the chart on this SFBC ownership page compare?

The chart compares Pinnacle Holdings, LLC's quarterly SFBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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