Sony Financial Group Inc.-ADRSFGYY

13F holders, Q1 2026 (March 31)

25holders −9

2new positions

9sold out

$4.51avg. 13F price*

At the end of Q1 2026, 25 institutions reported holding Sony Financial Group Inc.-ADR (SFGYY) in their 13F filings, down 9 from Q4 2025. 2 opened new positions and 9 sold out. The largest holders were Madison Asset Management, LLC ($1.6M), Henry James International Management Inc. ($390K) and Generali Investments CEE, investicni spolecnost, a.s. ($131K).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	2	$46K
Exits	9	$2.2M

All 13F filers, Q4 2025 → Q1 2026: 31,816 shares bought and 437,324 shares sold, net −405,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders


Madison Asset Management, LLC	0.02%	Add +6.3%	354,444	$1.6M
Henry James International Management Inc.	0.14%	Reduce -1.6%	86,512	$390K
Generali Investments CEE, investicni spolecnost, a.s.	0.01%	No change	29,150	$131K
Rhumbline Advisers	0.00%	Add +2.7%	25,877	$117K
Yousif Capital Management, LLC	0.00%	No change	10,917	$49K
Ferguson Wellman Capital Management, Inc.	0.00%	New	10,221	$46K
Atlas Capital Advisors Inc.	0.00%	No change	1,400	$6K
Wealth Preservation Advisors, LLC	0.00%	No change	900	$4K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Reduce -31.3%	743	$3K
Ogorek Anthony Joseph /NY/	0.00%	No change	479	$2K
GAMMA Investing LLC	0.00%	Reduce -83.0%	378	$2K
Salomon & Ludwin, LLC	0.00%	Reduce -66.2%	362	$2K
Ancora Advisors LLC	0.00%	Reduce -48.4%	297	$1K
Sterling Capital Management LLC	0.00%	Reduce -96.8%	290	$1K
Westside Investment Management, Inc.	0.00%	Reduce -50.0%	286	$1K
Lanark Financial, Inc.	0.00%	Reduce -21.8%	258	$1K
General Partner, Inc.	0.00%	No change	249	$1K
Archer Investment Corp	0.00%	No change	57	$257
Wellington-Altus USA Inc.	0.00%	No change	52	$226
Ascentis Wealth Management, LLC	0.00%	No change	44	$198
Byrne Asset Management LLC	0.00%	No change	16	$72
Boyd Watterson Asset Management LLC	0.00%	No change	10	$45
Winch Advisory Services, LLC	0.00%	No change	8	$36
Strengthening Families & Communities, LLC	0.00%	New	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.