SONY FINANCIAL GROUP INC-ADR SFGYY
COM · ADR · CUSIP 83571B100
24
institutional holders
-9 vs Q4 2025
522.9k
shares reported held*
$2.4mreported value*
2 new
2 added
8 reduced
9 sold out
net sold ≈ $1.8m (-405.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.51.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 14 |
| Q4 2025 | 33 |
| Q1 2026 | 24 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 25 | 9 |
| Q1 2026 | 4 | 17 |
Biggest buyers
| Madison Asset Management, LLC | Added | +20.9k |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | New | +10.2k |
| RHUMBLINE ADVISERS | Added | +685 |
| Strengthening Families & Communities, LLC | New | +2 |
Biggest sellers
| Aristotle Capital Management, LLC | Sold out | -365.5k |
| LATHROP INVESTMENT MANAGEMENT CO | Sold out | -39.3k |
| FCA CORP /TX | Sold out | -15.8k |
| Sterling Capital Management LLC | Reduced | -8.7k |
| PNC Financial Services Group, Inc. | Sold out | -2.3k |
| GAMMA Investing LLC | Reduced | -1.8k |
| Henry James International Management Inc. | Reduced | -1.4k |
| Salomon & Ludwin, LLC | Reduced | -708 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Reduced | -339 |
| PARADIGM ASSET MANAGEMENT CO LLC | Sold out | -300 |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Madison Asset Management, LLC 0.02% of their portfolio | 354.4k $1.6m | Added +20.9k |
| Henry James International Management Inc. 0.14% of their portfolio | 86.5k $390.2k | Reduced -1.4k |
| Generali Investments CEE, investicni spolecnost, a.s. 0.01% of their portfolio | 29.1k $131.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 25.9k $116.7k | Added +685 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.9k $49.2k | Unchanged |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio | 10.2k $46.1k | New |
| ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio | 1.4k $6.3k | Unchanged |
| Wealth Preservation Advisors, LLC 0.00% of their portfolio | 900 $4.1k | Unchanged |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio | 743 $3.3k | Reduced -339 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio | 479 $2.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 378 $1.7k | Reduced -1.8k |
| Salomon & Ludwin, LLC 0.00% of their portfolio | 362 $1.7k | Reduced -708 |
| Ancora Advisors LLC 0.00% of their portfolio | 297 $1.3k | Reduced -279 |
| Sterling Capital Management LLC 0.00% of their portfolio | 290 $1.3k | Reduced -8.7k |
| Westside Investment Management, Inc. 0.00% of their portfolio | 286 $1.3k | Reduced -286 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 258 $1.2k | Reduced -72 |
| General Partner, Inc. 0.00% of their portfolio | 249 $1.1k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 57 $257 | Unchanged |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 44 $198 | Unchanged |
| Coston, McIsaac & Partners 0.00% of their portfolio | 38 $0 | Unchanged |
| Byrne Asset Management LLC 0.00% of their portfolio | 16 $72 | Unchanged |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio | 10 $45 | Unchanged |
| Winch Advisory Services, LLC 0.00% of their portfolio | 8 $36 | Unchanged |
| Strengthening Families & Communities, LLC 0.00% of their portfolio | 2 $9 | New |