13F Insight
DOSSIER · 13F Holders · Q2 2026
SFGYY

SONY FINANCIAL GROUP INC-ADR

23 institutions still hold SONY FINANCIAL GROUP INC-ADR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 83571B100·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
23
filers reporting
Concentration
75.09%
Madison Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported SFGYY in Q2 2026. Madison Asset Management, LLC leads at 75.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Madison Asset Management, LLC
CIK 0001299351
$2M356K0.02%Q2 202602
Henry James International Management Inc.
CIK 0001750423
$375K87K0.11%Q2 202603
GAMMA Investing LLC
CIK 0002010235
$46K11K0.00%Q2 202604
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$44K10K0.00%Q2 202605
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$12K2K0.00%Q4 202506
Sterling Capital Management LLC
CIK 0001329883
$12K2900.00%Q2 202607
Generali Investments CEE, investicni spolecnost, a.s.
CIK 0002047540
$9K2K0.00%Q2 202608
RHUMBLINE ADVISERS
CIK 0001115418
$6K1K0.00%Q2 202609
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$2K4790.00%Q1 202610
TRUST CO OF VERMONT
CIK 0001134008
$1K3000.00%Q2 202611
Ancora Advisors LLC
CIK 0001446114
$1K2870.00%Q2 202612
General Partner, Inc.
CIK 0001800508
$1K2490.00%Q2 202613
Salomon & Ludwin, LLC
CIK 0001766156
$4961130.00%Q2 202614
Archer Investment Corp
CIK 0001803804
$4941140.00%Q2 202615
ORG Wealth Partners, LLC
CIK 0002032602
$190440.00%Q2 202616
ORG Partners LLC
CIK 0001979372
$104200.00%Q4 202517
Heritage Wealth Advisors
CIK 0001591122
$78180.00%Q2 202618
Byrne Asset Management LLC
CIK 0001911322
$69160.00%Q2 202619
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
CIK 0001121477
$43100.00%Q2 202620
Winch Advisory Services, LLC
CIK 0001585822
$3580.00%Q2 2026
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