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, Q1 2026
Institutional positions in Sony Financial Group Inc. as of Mar 31, 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
- 25
- −7 vs. Q4 2025
- Shares held
- 523.0K
- −405.5K (−43.7%) vs. Q4 2025
- Total value
- $2.36M
- −$2.50M (−51.4%) vs. Q4 2025
- New holders
- 2
- 2 more added
- Sold out
- 9
- 8 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sony Financial Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $9 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 8 | $36 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $45 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 16 | $72 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 44 | $198 | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 52 | $226 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $257 | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 249 | $1.12K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 258 | $1.16K | 0.00% | −72−21.8% | Reduced |
| Westside Investment Management, Inc. | 286 | $1.31K | 0.00% | −286−50.0% | Reduced |
| Sterling Capital Management LLC | 290 | $1.31K | 0.00% | −8,702−96.8% | Reduced |
| Ancora Advisors, LLC | 297 | $1.34K | 0.00% | −279−48.4% | Reduced |
| Salomon & Ludwin, LLC | 362 | $1.66K | 0.00% | −708−66.2% | Reduced |
| GAMMA Investing LLC | 378 | $1.71K | 0.00% | −1,840−83.0% | Reduced |
| Ogorek Anthony Joseph | 479 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 743 | $3.34K | 0.00% | −339−31.3% | Reduced |
| Wealth Preservation Advisors, LLC | 900 | $4.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,400 | $6.31K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 10,221 | $46.1K | 0.00% | +10,221 | New |
| Yousif Capital Management, LLC | 10,917 | $49.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,877 | $116.7K | 0.00% | +685+2.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,150 | $131.5K | 0.01% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 86,512 | $390.2K | 0.14% | −1,437−1.6% | Reduced |
| Madison Asset Management, LLC | 354,444 | $1.60M | 0.02% | +20,908+6.3% | Added |
| Aristotle Capital Management, LLC | 0 | $0 | 0.00% | −365,495−100.0% | Sold out |
| Lathrop Investment Management Corp | 0 | $0 | 0.00% | −39,328−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |