SFGYYOTCFiscal year ends March 31Also trades as SFGRF
Sony Financial Group Inc./ADR
$4.65−0.04 (-0.85%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
23
4 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFGYY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 355,678 | – | $1.54M | +1,234 | 0.02% |
| Henry James International Management Inc. | 86,512 | – | $375.46K | – | 0.11% |
| Delta Capital Management LLC | 30,616 | – | $133 | New | 0.00% |
| GAMMA Investing LLC | 10,656 | – | $46.25K | +10,278 | 0.00% |
| Ferguson Wellman Capital Management, Inc | 10,221 | – | $44.36K | – | 0.00% |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,150 | – | $9.33K | −27,000 | 0.00% |
| Rhumbline Advisers | 1,273 | – | $5.52K | −24,604 | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 721 | – | $3.12K | −22 | 0.00% |
| Ogorek Anthony Joseph /Ny/ /Adv | 479 | – | $2 | – | 0.00% |
| Trust Co Of Vermont | 300 | – | $1.30K | New | 0.00% |
| Sterling Capital Management LLC | 290 | – | $11.98K | – | 0.00% |
| Ancora Advisors, LLC | 287 | – | $1.25K | −10 | 0.00% |
| General Partner, Inc. | 249 | – | $1.08K | – | 0.00% |
| Archer Investment Corp | 114 | – | $494 | +57 | 0.00% |
| Salomon & Ludwin, LLC | 113 | – | $496 | −249 | 0.00% |
| ORG Wealth Partners, LLC | 44 | – | $190 | – | 0.00% |
| Coston, McIsaac & Partners | 38 | – | $0 | – | 0.00% |
| Heritage Wealth Advisors | 18 | – | $78 | New | 0.00% |
| Byrne Asset Management LLC | 16 | – | $69 | – | 0.00% |
| Boyd Watterson Asset Management LLC/Oh | 10 | – | $43 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0M | 4 / 3 | 5 / 5 | 0M | 0M |
| Q1 2026 | 24 | 1M | 2 / 2 | 8 / 9 | 0M | 0M |
| Q4 2025 | 33 | 1M | 25 / 1 | 3 / 6 | 0M | 8M |
| Q3 2025 | 14 | 9M | 14 / 0 | 0 / 0 | 9M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFGYY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Primecap Fund | 3,643,440 | – | $15.81M | 0.02% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 728,795 | – | $3.16M | 0.01% | Jun 30, 2026 |
| Vanguard Primecap Core Fund | 716,276 | – | $3.11M | 0.02% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 351,370 | – | $1.69M | 0.02% | Jul 31, 2026 |
| Avantis International Equity ETF | 338,004 | – | $1.46M | 0.01% | May 31, 2026 |
| International Core Equity 2 Portfolio | 274,721 | – | $1.32M | 0.00% | Jul 31, 2026 |
| PRIMECAP Odyssey Growth Fund | 200,617 | – | $966.97K | 0.02% | Jul 31, 2026 |
| PRIMECAP Odyssey Stock Fund | 181,259 | – | $873.67K | 0.02% | Jul 31, 2026 |
| Avantis International Large Cap Value ETF | 69,994 | – | $302.37K | 0.02% | May 31, 2026 |
| International Vector Equity Portfolio | 31,527 | – | $151.96K | 0.00% | Jul 31, 2026 |
| Dimensional World ex. U.S. Core Equity 2 ETF | 30,234 | – | $145.73K | 0.00% | Jul 31, 2026 |
| Dimensional International High Profitability ETF | 24,567 | – | $118.41K | 0.00% | Jul 31, 2026 |
| The Gabelli Global Rising Income and Dividend Fund | 22,800 | – | $98.95K | 0.14% | Jun 30, 2026 |
| Praxis International Index Fund | 20,338 | – | $88.27K | 0.01% | Jun 30, 2026 |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio | 15,000 | – | $65.10K | 0.04% | Jun 30, 2026 |