SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Madison Asset Management, LLC | 0.02% | 0.02% | #3 | $1.5M | 355,678 | $1.6M | 354,444 | +1,234+0.35% | Add | |
| Henry James International Management Inc. | 0.11% | 0.14% | #1 | $375,462 | 86,512 | $390,169 | 86,512 | 00.00% | Unchanged | |
| DELTA CAPITAL MANAGEMENT LLC | 0.04% | — | #2 | $132,873 | 30,616 | $0 | 0 | +30,616 | New Buy | |
| GAMMA Investing LLC | <0.01% | <0.01% | #4 | $46,247 | 10,656 | $1,705 | 378 | +10,278+2,719.05% | Add | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | <0.01% | — | #7 | $44,359 | 10,221 | $0 | 0 | +10,221 | New Buy | |
| Generali Investments CEE, investicni spolecnost, a.s. | <0.01% | 0.01% | #9 | $9,331 | 2,150 | $131,467 | 29,150 | -27,000-92.62% | Reduce | |
| RHUMBLINE ADVISERS | <0.01% | <0.01% | #19 | $5,524 | 1,273 | $116,691 | 25,877 | -24,604-95.08% | Reduce | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | <0.01% | <0.01% | #5 | $3,119 | 721 | $3,341 | 743 | -22-2.96% | Reduce | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | <0.01% | <0.01% | #8 | $2,079 | 479 | $2,000 | 479 | 00.00% | Unchanged | |
| Salomon & Ludwin, LLC | <0.01% | <0.01% | #10 | $1,655 | 362 | $1,655 | 362 | 00.00% | Unchanged | |
| TRUST CO OF VERMONT | <0.01% | — | #13 | $1,302 | 300 | $0 | 0 | +300 | New Buy | |
| Ancora Advisors LLC | <0.01% | — | #15 | $1,246 | 287 | $0 | 0 | +287 | New Buy | |
| Sterling Capital Management LLC | <0.01% | <0.01% | #16 | $1,160 | 290 | $1,308 | 290 | 00.00% | Unchanged | |
| General Partner, Inc. | <0.01% | <0.01% | #6 | $1,081 | 249 | $1,123 | 249 | 00.00% | Unchanged | |
| Archer Investment Corp | <0.01% | <0.01% | #12 | $247 | 57 | $257 | 57 | 00.00% | Unchanged | |
| Ascentis Wealth Management, LLC | <0.01% | <0.01% | #11 | $198 | 44 | $198 | 44 | 00.00% | Unchanged | |
| Heritage Wealth Advisors | <0.01% | — | #20 | $78 | 18 | $0 | 0 | +18 | New Buy | |
| Byrne Asset Management LLC | <0.01% | <0.01% | #14 | $69 | 16 | $72 | 16 | 00.00% | Unchanged | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | <0.01% | <0.01% | #17 | $43 | 10 | $45 | 10 | 00.00% | Unchanged | |
| Winch Advisory Services, LLC | <0.01% | <0.01% | #18 | $35 | 8 | $36 | 8 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | — | #22 | $30 | 7 | $0 | 0 | +7 | New Buy | |
| Strengthening Families & Communities, LLC | <0.01% | <0.01% | #21 | $9 | 2 | $9 | 2 | 00.00% | Unchanged |