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

CUSIP: 83571B100

Q3 2026 13F Holders as of 30 Sep 2026

Share change
-11,531
SEC-reported price per share
$4.93
Number of holders
7
Value change
-$50,792
Number of buys
1
Number of sells
3

Security key

83571B100

Report period

Q3 2026

Institutions

7

Top holders

7

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
Madison Asset Management,...
Disclosed value leader
Madison Asset Management,...
Comparable rows
0/15
Latest evidence
30 Jun 2026
13F Highest disclosed value: $1,543,643 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Madison Asset Management, LLC has the largest disclosed position value at $1.54M.

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 Madison Asset Management, LLC's linked filing trail.
Disclosed position value Top 5
Madison Asset Management, LLC $1.54M
Henry James International Managem... $375.5K
DELTA CAPITAL MANAGEMENT LLC $133K
GAMMA Investing LLC $46.2K
FERGUSON WELLMAN CAPITAL MANAGEME... $44.4K

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
Madison Asset Management, LLC
13F
Company
13F
—
class O/S missing
$1,543,643
355,678 shares
— 30 Jun 2026
Henry James International Management Inc.
13F
Company
13F
—
class O/S missing
$375,462
86,512 shares
— 30 Jun 2026
DELTA CAPITAL MANAGEMENT LLC
13F
Company
13F
—
class O/S missing
$133,000
30,616 shares
— 30 Jun 2026
GAMMA Investing LLC
13F
Company
13F
—
class O/S missing
$46,247
10,656 shares
— 30 Jun 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
13F
Company
13F
—
class O/S missing
$44,359
10,221 shares
— 30 Jun 2026
Sterling Capital Management LLC
13F
Company
13F
—
class O/S missing
$11,983
290 shares
— 30 Jun 2026
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 Q3 2026

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

Institutions
7
Shares
129,610
Rows available
7
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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
22
Q3 2026 holders
7
Holder diff
-15
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 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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