Skip to main content

Sony Financial Group Inc.

SFGYY
Exchange
OTC
SEC CIK
0002084022

No open-market purchases or sales by Sony Financial Group Inc. insiders were filed in the last 90 days; 24 institutions reported holding it in 13F filings for Q2 2026, worth $2.18M in total; no superinvestor holds it.

Other share classesSFGRF

13F holders, Q2 2026

Institutional positions in Sony Financial Group Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
24
−1 vs. Q1 2026
Shares held
499.9K
−23.1K (−4.4%) vs. Q1 2026
Total value
$2.18M
−$178.4K (−7.6%) vs. Q1 2026
New holders
4
3 more added
Sold out
5
5 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SFGYY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 24 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 14 institutionsQ4 2025: 34 institutionsQ1 2026: 25 institutionsQ2 2026: 24 institutions
Value heldQ2 2026: $2.18M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $48.1MQ4 2025: $4.86MQ1 2026: $2.36MQ2 2026: $2.18M
Institutions holding SFGYY and their total value by quarter
QuarterHoldersValue
Q2 202624$2.18M
Q1 202625$2.36M
Q4 202534$4.86M
Q3 202514$48.1M
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Sony Financial Group Inc.; share changes are against Q1 2026.

Institutions holding SFGYY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Madison Asset Management, LLC355,678$1.54M0.02%+1,234+0.3%Added
Henry James International Management, Inc.86,512$375.5K0.11%00.0%Unchanged
Delta Capital Management LLC30,616$133.0K0.06%+30,616New
GAMMA Investing LLC10,656$46.2K0.00%+10,278+2,719.0%Added
Ferguson Wellman Capital Management, Inc10,221$44.4K0.00%00.0%Unchanged
Sterling Capital Management LLC290$12.0K0.00%00.0%Unchanged
Generali Investments CEE, investicni spolecnost, a.s.2,150$9.33K0.00%−27,000−92.6%Reduced
Rhumbline Advisers1,273$5.52K0.00%−24,604−95.1%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.721$3.12K0.00%−22−3.0%Reduced
Ogorek Anthony Joseph479$2.00K0.00%00.0%Unchanged
Trust Co of Vermont300$1.30K0.00%+300New
Ancora Advisors, LLC287$1.25K0.00%−10−3.4%Reduced
General Partner, Inc.249$1.08K0.00%00.0%Unchanged
Salomon & Ludwin, LLC113$4960.00%−249−68.8%Reduced
Archer Investment Corp114$4940.00%+57+100.0%Added
Wellington-Altus USA Inc.52$2350.00%00.0%Unchanged
ORG Wealth Partners, LLC44$1900.00%00.0%Unchanged
Heritage Wealth Advisors18$780.00%+18New
Byrne Asset Management LLC16$690.00%00.0%Unchanged
Boyd Watterson Asset Management LLC10$430.00%00.0%Unchanged
Winch Advisory Services, LLC8$350.00%00.0%Unchanged
First Command Advisory Services, Inc.7$300.00%+7New
Strengthening Families & Communities, LLC2$90.00%00.0%Unchanged
Coston, McIsaac & Partners38$00.00%00.0%Unchanged
Yousif Capital Management, LLC0$00.00%−10,917−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−1,400−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−900−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−286−100.0%Sold out
NBC Securities, Inc.0$00.00%−258−100.0%Sold out