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
Q2 2026 vs. Q1 2026
How the institutions holding Sony Financial Group Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 25 | 24 | −1 |
| Shares | 523.0K | 499.8K | −23.2K (−4.4%) |
| Value | $2.36M | $2.17M | −$190.6K (−8.1%) |
New holders (4)
Institutions that held Sony Financial Group Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Delta Capital Management LLC | 30,616 | $133.0K | 0.06% |
| Trust Co of Vermont | 300 | $1.30K | 0.00% |
| Heritage Wealth Advisors | 18 | $78 | 0.00% |
| First Command Advisory Services, Inc. | 7 | $30 | 0.00% |
Sold out (5)
Institutions that held Sony Financial Group Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Yousif Capital Management, LLC | 10,917 | $49.2K |
| Atlas Capital Advisors LLC | 1,400 | $6.31K |
| Wealth Preservation Advisors, LLC | 900 | $4.06K |
| Westside Investment Management, Inc. | 286 | $1.31K |
| NBC Securities, Inc. | 258 | $1.16K |