Security key
83571B100
- Type / Class
- Equity / COM
- Total 13F shares
- 522,900
- Share change
- -405,508
- Total reported value
- $2,358,133
- Price per share
- $4.51
- Number of holders
- 23
- Value change
- -$2,134,252
- Number of buys
- 4
- Number of sells
- 17
Report period
Q1 2026
Institutions
23
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 83571B100
Recent filing periods:
Top shareholders of SFGYY - Sony Financial Group Inc./ADR - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
365,495
|
$1,911,540 | — | 31 Dec 2025 | |
| Madison Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
333,536
|
$1,744,393 | — | 31 Dec 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
87,949
|
$459,973 | — | 31 Dec 2025 | |
| LATHROP INVESTMENT MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
39,328
|
$206,000 | — | 31 Dec 2025 | |
| Generali Investments CEE, investicni spolecnost, a.s. |
13F
|
Individual |
—
class O/S missing
|
29,150
|
$152,454 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
25,192
|
$131,741 | — | 31 Dec 2025 | |
| FCA CORP /TX |
13F
|
Company |
—
class O/S missing
|
15,800
|
$82,634 | — | 31 Dec 2025 | |
| YOUSIF CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
10,917
|
$56,768 | — | 31 Dec 2025 | |
| Sterling Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
8,992
|
$47,028 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
2,326
|
$12,165 | — | 31 Dec 2025 | |
| GAMMA Investing LLC |
13F
|
Company |
—
class O/S missing
|
2,218
|
$11,600 | — | 31 Dec 2025 | |
| ATLAS CAPITAL ADVISORS INC. |
13F
|
Company |
—
class O/S missing
|
1,400
|
$7,322 | — | 31 Dec 2025 | |
| Salomon & Ludwin, LLC |
13F
|
Company |
—
class O/S missing
|
1,070
|
$5,660 | — | 31 Dec 2025 | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
13F
|
Company |
—
class O/S missing
|
1,082
|
$5,639 | — | 31 Dec 2025 | |
| TRUST CO OF VERMONT |
13F
|
Company |
—
class O/S missing
|
900
|
$4,707 | — | 31 Dec 2025 | |
| Wealth Preservation Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
900
|
$4,707 | — | 31 Dec 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
576
|
$3,012 | — | 31 Dec 2025 | |
| Westside Investment Management, Inc. |
13F
|
Company |
—
class O/S missing
|
572
|
$2,985 | — | 31 Dec 2025 | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
13F
|
Company |
—
class O/S missing
|
479
|
$2,000 | — | 31 Dec 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
330
|
$1,725 | — | 31 Dec 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
300
|
$1,569 | — | 31 Dec 2025 | |
| General Partner, Inc. |
13F
|
Company |
—
class O/S missing
|
249
|
$1,302 | — | 31 Dec 2025 | |
| AMERIFLEX GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
166
|
$868 | — | 31 Dec 2025 | |
| Murphy & Mullick Capital Management Corp |
13F
|
Company |
—
class O/S missing
|
153
|
$800 | — | 31 Dec 2025 | |
| Steigerwald, Gordon & Koch Inc. |
13F
|
Company |
—
class O/S missing
|
75
|
$392 | — | 31 Dec 2025 | |
| Archer Investment Corp |
13F
|
Company |
—
class O/S missing
|
57
|
$298 | — | 31 Dec 2025 | |
| Ascentis Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
44
|
$230 | — | 31 Dec 2025 | |
| ORG Partners LLC |
13F
|
Company |
—
class O/S missing
|
20
|
$104 | — | 31 Dec 2025 | |
| Heritage Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
18
|
$94 | — | 31 Dec 2025 | |
| Byrne Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
16
|
$84 | — | 31 Dec 2025 | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
13F
|
Company |
—
class O/S missing
|
10
|
$52 | — | 31 Dec 2025 | |
| Winch Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
8
|
$42 | — | 31 Dec 2025 |
Institutional Holders of Sony Financial Group Inc./ADR - COM (SFGYY) as of Q1 2026
As of 31 Mar 2026,
Sony Financial Group Inc./ADR - COM (SFGYY) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
522,900 shares.
The largest 10 holders included
Madison Asset Management, LLC, Henry James International Management Inc., Generali Investments CEE, investicni spolecnost, a.s., RHUMBLINE ADVISERS, YOUSIF CAPITAL MANAGEMENT, LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, ATLAS CAPITAL ADVISORS INC., Wealth Preservation Advisors, LLC, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC., and OGOREK ANTHONY JOSEPH /NY/ /ADV.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
32
Q1 2026 holders
23
Holder diff
-9
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.