Vault-13

SONY FINANCIAL GROUP INC-ADR SFGYY

COM · ADR · CUSIP 83571B100

23 institutional holders -1 vs Q1 2026
499,802499.8k shares reported held*
$2.2mreported value*
3 new 3 added 5 reduced 5 sold out net sold ≈ $101.7k (-23.4k 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 ≈ $4.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 25: 14Q4 25: 33Q1 26: 24Q2 26: 2323Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202514
Q4 202533
Q1 202624
Q2 202623

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 25: 25 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 17 cut or sold outQ1 26Q2 26: 6 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025259
Q1 2026417
Q2 2026610

Biggest buyers

DELTA CAPITAL MANAGEMENT LLC New +30,616+30.6k
GAMMA Investing LLC Added +10,278+10.3k
Madison Asset Management, LLC Added +1,234+1.2k
Archer Investment Corp Added +57+57
Heritage Wealth Advisors New +18+18
First Command Advisory Services, Inc. New +7+7

Biggest sellers

Generali Investments CEE, investicni spolecnost, a.s. Reduced -27,000-27.0k
RHUMBLINE ADVISERS Reduced -24,604-24.6k
YOUSIF CAPITAL MANAGEMENT, LLC Sold out -10,917-10.9k
ATLAS CAPITAL ADVISORS INC. Sold out -1,400-1.4k
Wealth Preservation Advisors, LLC Sold out -900-900
Westside Investment Management, Inc. Sold out -286-286
LANARK FINANCIAL, INC. Sold out -258-258
Salomon & Ludwin, LLC Reduced -249-249
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Reduced -22-22
Ancora Advisors LLC Reduced -10-10

Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Madison Asset Management, LLC 0.02% of their portfolio MADISON, WI 355,678355.7k $1.5m $1.5m 0.02% Added +1.2k +1,234
2 Henry James International Management Inc. 0.11% of their portfolio NEW YORK, NY 86,51286.5k $375.5k $375.5k 0.11% Unchanged
3 DELTA CAPITAL MANAGEMENT LLC 0.06% of their portfolio RED BANK, NJ 30,61630.6k $133.0k $133.0k 0.06% New
4 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 10,65610.7k $46.2k $46.2k 0.00% Added +10.3k +10,278
5 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio PORTLAND, OR 10,22110.2k $44.4k $44.4k 0.00% Unchanged
6 Generali Investments CEE, investicni spolecnost, a.s. 0.00% of their portfolio PRAGUE, 2N 2,1502.1k $9.3k $9.3k 0.00% Reduced -27.0k -27,000
7 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,2731.3k $5.5k $5.5k 0.00% Reduced -24.6k -24,604
8 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 721721 $3.1k $3.1k 0.00% Reduced -22 -22
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio WILLIAMSVILLE, NY 479479 $2.0k $2.0k 0.00% Unchanged
10 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 300300 $1.3k $1.3k 0.00% First filing
11 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 290290 $12.0k $12.0k 0.00% Unchanged
12 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 287287 $1.2k $1.2k 0.00% Reduced -10 -10
13 General Partner, Inc. 0.00% of their portfolio PITTSBURGH, PA 249249 $1.1k $1.1k 0.00% Unchanged
14 Archer Investment Corp 0.00% of their portfolio Carmel, IN 114114 $494 $494 0.00% Added +57 +57
15 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 113113 $496 $496 0.00% Reduced -249 -249
16 Ascentis Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 4444 $190 $190 0.00% Unchanged
17 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 3838 $0 $0 0.00% Unchanged
18 Heritage Wealth Advisors 0.00% of their portfolio RICHMOND, VA 1818 $78 $78 0.00% New
19 Byrne Asset Management LLC 0.00% of their portfolio KINGSTON, NJ 1616 $69 $69 0.00% Unchanged
20 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio CLEVELAND, OH 1010 $43 $43 0.00% Unchanged
21 Winch Advisory Services, LLC 0.00% of their portfolio Appleton, WI 88 $35 $35 0.00% Unchanged
22 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 77 $30 $30 0.00% New
23 Strengthening Families & Communities, LLC 0.00% of their portfolio BOSTON, MA 22 $9 $9 0.00% Unchanged