Sony Financial Group Inc.-ADRSFGYY

13F holders, Q2 2026 (June 30)

24holders −1

3new positions

5sold out

$4.36avg. 13F price*

At the end of Q2 2026, 24 institutions reported holding Sony Financial Group Inc.-ADR (SFGYY) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Madison Asset Management, LLC ($1.5M), Henry James International Management Inc. ($375K) and Delta Capital Management LLC ($133K).

Company: Sony Financial Group Inc.-ADR
CUSIP: 83571B100
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

	Institutions	Total Value
New Positions	3	$133K
Exits	5	$62K

All 13F filers, Q1 2026 → Q2 2026: 42,153 shares bought and 65,646 shares sold, net −23,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders


Madison Asset Management, LLC	0.02%	Add +0.3%	355,678	$1.5M
Henry James International Management Inc.	0.11%	No change	86,512	$375K
Delta Capital Management LLC	0.06%	New	30,616	$133K
GAMMA Investing LLC	0.00%	Add +2719.1%	10,656	$46K
Ferguson Wellman Capital Management, Inc.	0.00%	No change	10,221	$44K
Sterling Capital Management LLC	0.00%	No change	290	$12K
Generali Investments CEE, investicni spolecnost, a.s.	0.00%	Reduce -92.6%	2,150	$9K
Rhumbline Advisers	0.00%	Reduce -95.1%	1,273	$6K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Reduce -3.0%	721	$3K
Ogorek Anthony Joseph /NY/	0.00%	No change	479	$2K
Trust Co. of Vermont	0.00%	—	300	$1K
Ancora Advisors LLC	0.00%	Reduce -3.4%	287	$1K
General Partner, Inc.	0.00%	No change	249	$1K
Salomon & Ludwin, LLC	0.00%	Reduce -68.8%	113	$496
Archer Investment Corp	0.00%	No change	57	$247
Wellington-Altus USA Inc.	0.00%	No change	52	$235
Ascentis Wealth Management, LLC	0.00%	No change	44	$190
Heritage Wealth Advisors	0.00%	New	18	$78
Byrne Asset Management LLC	0.00%	No change	16	$69
Boyd Watterson Asset Management LLC	0.00%	No change	10	$43
Winch Advisory Services, LLC	0.00%	No change	8	$35
First Command Advisory Services, Inc.	0.00%	New	7	$30
Strengthening Families & Communities, LLC	0.00%	No change	2	$9
Coston, McIsaac & Partners	0.00%	No change	38	$0

"% of holder's portfolio" is SFGYY's weight in each manager's 13F, not the share of Sony Financial Group Inc.-ADR the manager owns.