Sony Financial Group Inc./ADR - SFGYY
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Madison Asset Management, LLC | History | Added to | 354,444 | 1,598 | 0.02% | 0.02% | 1 | +20,908 | 6.27% | Q1 2026 | May 07, 2026 |
| Henry James International Management Inc. | History | Reduced | 86,512 | 390 | 0.14% | 0.14% | 2 | -1,437 | -1.63% | Q1 2026 | Apr 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 29,150 | 131 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 25,877 | 116 | 0.0% | 0.0% | 4 | +685 | 2.72% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,917 | 49 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 10,221 | 46 | 0.0% | — | 6 | +10,221 | New | Q1 2026 | May 01, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,400 | 6 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 900 | 4 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 900 | 4 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 743 | 3 | 0.0% | 0.0% | 10 | -339 | -31.33% | Q1 2026 | Apr 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 479 | 2 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 290 | 1 | 0.0% | 0.0% | 13 | -8,702 | -96.77% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 378 | 1 | 0.0% | 0.0% | 18 | -1,840 | -82.96% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 362 | 1 | 0.0% | 0.0% | 16 | -708 | -66.17% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 286 | 1 | 0.0% | 0.0% | 15 | -286 | -50.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Reduced | 297 | 1 | 0.0% | 0.0% | 14 | -279 | -48.44% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 258 | 1 | 0.0% | 0.0% | 12 | -72 | -21.82% | Q1 2026 | Apr 14, 2026 |
| General Partner, Inc. | History | No change | 249 | 1 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aristotle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365,495 | -100.0% | Q1 2026 | May 15, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.04% | — | -39,328 | -100.0% | Q1 2026 | May 12, 2026 |
| FCA CORP /TX | History | Closed out | 0 | 0 | — | 0.02% | — | -15,800 | -100.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,326 | -100.0% | Q1 2026 | May 08, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -166 | -100.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -153 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Byrne Asset Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Coston, McIsaac & Partners | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |