Sony Financial Group Inc./ADR - SFGYY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | History | Reduced | 365,495 | 1,911 | 0.0% | 0.08% | 1 | -6,779,811 | -94.88% | Q4 2025 | Feb 17, 2026 |
| Madison Asset Management, LLC | History | New | 333,536 | 1,744 | 0.02% | — | 2 | +333,536 | New | Q4 2025 | Feb 04, 2026 |
| Henry James International Management Inc. | History | Added to | 87,949 | 459 | 0.14% | 0.1% | 3 | +48 | 0.05% | Q4 2025 | Feb 17, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 39,328 | 206 | 0.04% | 0.0% | 4 | -77,301 | -66.28% | Q4 2025 | Feb 09, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 29,150 | 152 | 0.01% | — | 5 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | New | 25,192 | 131 | 0.0% | — | 6 | +25,192 | New | Q4 2025 | Feb 13, 2026 |
| FCA CORP /TX | History | New | 15,800 | 82 | 0.02% | — | 7 | +15,800 | New | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 10,917 | 56 | 0.0% | — | 8 | +10,917 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | New | 8,992 | 47 | 0.0% | — | 9 | +8,992 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,326 | 12 | 0.0% | — | 10 | +2,326 | New | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | New | 2,218 | 11 | 0.0% | — | 11 | +2,218 | New | Q4 2025 | Jan 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,400 | 7 | 0.0% | — | 12 | +1,400 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,082 | 5 | 0.0% | — | 13 | +1,082 | New | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | New | 1,070 | 5 | 0.0% | — | 14 | +1,070 | New | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | New | 900 | 4 | 0.0% | — | 15 | +900 | New | Q4 2025 | Jan 16, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 900 | 4 | 0.0% | — | 16 | +900 | New | Q4 2025 | Feb 23, 2026 |
| Ancora Advisors LLC | History | New | 576 | 3 | 0.0% | — | 17 | +576 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | New | 572 | 2 | 0.0% | — | 19 | +572 | New | Q4 2025 | Jan 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 479 | 2 | 0.0% | — | 18 | +479 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | New | 330 | 1 | 0.0% | — | 20 | +330 | New | Q4 2025 | Jan 29, 2026 |
| General Partner, Inc. | History | New | 249 | 1 | 0.0% | — | 22 | +249 | New | Q4 2025 | Jan 06, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 300 | 1 | 0.0% | — | 21 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Closed out | 0 | 0 | — | 0.07% | — | -1,202,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.01% | — | -148,740 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,763 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | — | — | -1,464 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Murphy & Mullick Capital Management Corp | History | New | 153 | 0 | — | — | — | +153 | New | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Archer Investment Corp | History | New | 57 | 0 | — | — | — | +57 | New | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Jan 14, 2026 |
| Coston, McIsaac & Partners | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 166 | 0 | — | — | — | -36 | -17.82% | Q4 2025 | Feb 18, 2026 |
| ORG Partners LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 14, 2026 |
| Byrne Asset Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 04, 2026 |
| Winch Advisory Services, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Advisors | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |