Sony Financial Group Inc.

SFGYY

Exchange: OTC
SEC CIK: 0002084022

SEC filings (opens in a new tab)

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

Q4 2025 vs. Q3 2025

How the institutions holding Sony Financial Group Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of SFGYY: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Q4 2025	Change
Holders	14	34	+20
Shares	8.79M	929.4K	−7.86M (−89.4%)
Value	$47.9M	$4.86M	−$43.0M (−89.9%)

New holders (26)

Institutions that held Sony Financial Group Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SFGYY in Q4 2025
Institution	Shares	Value	% of portfolio
Madison Asset Management, LLC	333,536	$1.74M	0.02%
Rhumbline Advisers	25,192	$131.7K	0.00%
Fca Corp	15,800	$82.6K	0.02%
Yousif Capital Management, LLC	10,917	$56.8K	0.00%
Sterling Capital Management LLC	8,992	$47.0K	0.00%
The PNC Financial Services Group, Inc.	2,326	$12.2K	0.00%
GAMMA Investing LLC	2,218	$11.6K	0.00%
Atlas Capital Advisors LLC	1,400	$7.32K	0.00%
Salomon & Ludwin, LLC	1,070	$5.66K	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	1,082	$5.64K	0.00%
Trust Co of Vermont	900	$4.71K	0.00%
Wealth Preservation Advisors, LLC	900	$4.71K	0.00%
Ancora Advisors, LLC	576	$3.01K	0.00%
Westside Investment Management, Inc.	572	$2.98K	0.00%
Ogorek Anthony Joseph	479	$2.00K	0.00%
NBC Securities, Inc.	330	$1.73K	0.00%
General Partner, Inc.	249	$1.30K	0.00%
Murphy & Mullick Capital Management Corp	153	$800	0.00%
Archer Investment Corp	57	$298	0.00%
Wellington-Altus USA Inc.	52	$272	0.00%
ORG Wealth Partners, LLC	44	$230	0.00%
ORG Partners LLC	20	$104	0.00%
Byrne Asset Management LLC	16	$84	0.00%
Boyd Watterson Asset Management LLC	10	$52	0.00%
Winch Advisory Services, LLC	8	$42	0.00%
Coston, McIsaac & Partners	38	$0	0.00%

Sold out (6)

Institutions that held Sony Financial Group Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SFGYY in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Fiduciary Management Inc	1,202,716	$6.68M
Teachers Retirement System of the State of Kentucky	148,740	$1.03M
Sit Investment Associates Inc	52,450	$194.0K
Kerr Financial Planning Corp	89	$430
Bessemer Group Inc	1,464	$0
Hancock Whitney Corp	8,763	–