Sony Financial Group Inc./ADR - COM (SFGYY)

CUSIP: 83571B100

Q1 2026 13F Holders as of 31 Mar 2026

Share change
-405,508
SEC-reported price per share
$4.51
Number of holders
23
Value change
-$2,134,252
Number of buys
4
Number of sells
17

Security key

83571B100

Report period

Q1 2026

Institutions

23

Top holders

10

Ownership snapshot

Top reported holders of SFGYY - Sony Financial Group Inc./ADR - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Aristotle Capital Managem...
Disclosed value leader
Aristotle Capital Managem...
Comparable rows
0/15
Latest evidence
31 Dec 2025
13F Highest disclosed value: $1,911,540 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Aristotle Capital Management, LLC has the largest disclosed position value at $1.91M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Aristotle Capital Management, LLC's linked filing trail.
Disclosed position value Top 5
Aristotle Capital Management, LLC $1.91M
Madison Asset Management, LLC $1.74M
Henry James International Managem... $460K
LATHROP INVESTMENT MANAGEMENT CO $206K
Generali Investments CEE, investi... $152.5K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Aristotle Capital Management, LLC
13F
Company
13F
class O/S missing
$1,911,540
365,495 shares
31 Dec 2025
Madison Asset Management, LLC
13F
Company
13F
class O/S missing
$1,744,393
333,536 shares
31 Dec 2025
Henry James International Management Inc.
13F
Company
13F
class O/S missing
$459,973
87,949 shares
31 Dec 2025
LATHROP INVESTMENT MANAGEMENT CO
13F
Company
13F
class O/S missing
$206,000
39,328 shares
31 Dec 2025
Generali Investments CEE, investicni spolecnost, a.s.
13F
Individual
13F
class O/S missing
$152,454
29,150 shares
31 Dec 2025
RHUMBLINE ADVISERS
13F
Company
13F
class O/S missing
$131,741
25,192 shares
31 Dec 2025
How to read this table

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.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
23
Shares
522,900
Rows available
23
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

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 change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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