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 $2.17M in total; no superinvestor holds it.
Other share classesSFGRF
13F holders, Q3 2025
Institutional positions in Sony Financial Group Inc. as of Sep 30, 2025. 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
- 14
- +14 vs. Q2 2025
- Shares held
- 8.79M
- +8.79M vs. Q2 2025
- Total value
- $47.9M
- +$47.9M vs. Q2 2025
- New holders
- 14
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 24 | $2.17M |
| Q1 2026 | 25 | $2.36M |
| Q4 2025 | 34 | $4.86M |
| Q3 2025 | 14 | $47.9M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Sony Financial Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 7,145,306 | $39.7M | 0.08% | +7,145,306 | New |
| Fiduciary Management Inc | 1,202,716 | $6.68M | 0.07% | +1,202,716 | New |
| Teachers Retirement System of the State of Kentucky | 148,740 | $1.03M | 0.01% | +148,740 | New |
| Henry James International Management, Inc. | 87,901 | $325.2K | 0.10% | +87,901 | New |
| Sit Investment Associates Inc | 52,450 | $194.0K | 0.00% | +52,450 | New |
| Lathrop Investment Management Corp | 116,629 | $1.00K | 0.00% | +116,629 | New |
| Paradigm Asset Management Co LLC | 300 | $825 | 0.00% | +300 | New |
| Kerr Financial Planning Corp | 89 | $430 | 0.00% | +89 | New |
| Steigerwald, Gordon & Koch Inc. | 75 | $1 | 0.00% | +75 | New |
| Bessemer Group Inc | 1,464 | $0 | 0.00% | +1,464 | New |
| Heritage Wealth Advisors | 18 | $0 | 0.00% | +18 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,150 | $0 | 0.00% | +29,150 | New |
| Ameriflex Group, Inc. | 202 | $0 | 0.00% | +202 | New |
| Hancock Whitney Corp | 8,763 | – | – | +8,763 | New |