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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, Q4 2025

Institutional positions in Sony Financial Group Inc. as of Dec 31, 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
34
+20 vs. Q3 2025
Shares held
929.4K
−7.86M (−89.4%) vs. Q3 2025
Total value
$4.86M
−$43.0M (−89.9%) vs. Q3 2025
New holders
26
1 more added
Sold out
6
3 more reduced

Compare with Q3 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.

Institutional holdersQ4 2025: 34 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 heldQ4 2025: $4.86M
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: $47.9MQ4 2025: $4.86MQ1 2026: $2.36MQ2 2026: $2.17M
Institutions holding SFGYY and their total value by quarter
QuarterHoldersValue
Q2 202624$2.17M
Q1 202625$2.36M
Q4 202534$4.86M
Q3 202514$47.9M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Sony Financial Group Inc.; share changes are against Q3 2025.

Institutions holding SFGYY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners38$00.00%+38New
Winch Advisory Services, LLC8$420.00%+8New
Boyd Watterson Asset Management LLC10$520.00%+10New
Byrne Asset Management LLC16$840.00%+16New
Heritage Wealth Advisors18$940.00%00.0%Unchanged
ORG Partners LLC20$1040.00%+20New
ORG Wealth Partners, LLC44$2300.00%+44New
Wellington-Altus USA Inc.52$2720.00%+52New
Archer Investment Corp57$2980.00%+57New
Steigerwald, Gordon & Koch Inc.75$3920.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp153$8000.00%+153New
Ameriflex Group, Inc.166$8680.00%−36−17.8%Reduced
General Partner, Inc.249$1.30K0.00%+249New
Paradigm Asset Management Co LLC300$1.57K0.00%00.0%Unchanged
NBC Securities, Inc.330$1.73K0.00%+330New
Ogorek Anthony Joseph479$2.00K0.00%+479New
Westside Investment Management, Inc.572$2.98K0.00%+572New
Ancora Advisors, LLC576$3.01K0.00%+576New
Trust Co of Vermont900$4.71K0.00%+900New
Wealth Preservation Advisors, LLC900$4.71K0.00%+900New
Thurston, Springer, Miller, Herd & Titak, Inc.1,082$5.64K0.00%+1,082New
Salomon & Ludwin, LLC1,070$5.66K0.00%+1,070New
Atlas Capital Advisors LLC1,400$7.32K0.00%+1,400New
GAMMA Investing LLC2,218$11.6K0.00%+2,218New
The PNC Financial Services Group, Inc.2,326$12.2K0.00%+2,326New
Sterling Capital Management LLC8,992$47.0K0.00%+8,992New
Yousif Capital Management, LLC10,917$56.8K0.00%+10,917New
Fca Corp15,800$82.6K0.02%+15,800New
Rhumbline Advisers25,192$131.7K0.00%+25,192New
Generali Investments CEE, investicni spolecnost, a.s.29,150$152.5K0.01%00.0%Unchanged
Lathrop Investment Management Corp39,328$206.0K0.04%−77,301−66.3%Reduced
Henry James International Management, Inc.87,949$460.0K0.14%+48+0.1%Added
Madison Asset Management, LLC333,536$1.74M0.02%+333,536New
Aristotle Capital Management, LLC365,495$1.91M0.00%−6,779,811−94.9%Reduced
Fiduciary Management Inc0$00.00%−1,202,716−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−148,740−100.0%Sold out
Sit Investment Associates Inc0$00.00%−52,450−100.0%Sold out
Kerr Financial Planning Corp0$00.00%−89−100.0%Sold out
Bessemer Group Inc0$00.00%−1,464−100.0%Sold out
Hancock Whitney Corp0$00.00%−8,763−100.0%Sold out