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Sony Financial Group Inc. ADR CMN (SFGYY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Henry James International Management Inc.
UNCHANGED
Shares86,512 from 86,512
Change0 (0%)
Value$428.2K (+$52.8K)
Filed 2026-10-14
Delta Capital Management LLC
DECREASED
Shares28,170 from 30,616
Change-2,446 (-8%)
Value$139 (+$6)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares12,374 from 10,656
Change+1,718 (+16%)
Value$61.3K (+$15.0K)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$9.3K ($0)
Filed 2026-10-15
Rhumbline Advisers
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$6.3K (+$777)
Filed 2026-11-10
Sterling Capital Management LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$1.4K (-$10.5K)
Filed 2026-10-22
General Partner, Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$1.2K (+$152)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares139 from 721
Change-582 (-81%)
Value$685 (-$2.4K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$282 (+$35)
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$217 (+$27)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares27
Change+27
Value$133
Filed 2026-11-03
Byrne Asset Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$76 (+$7)
Filed 2026-10-06
Boyd Watterson Asset Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$50 (+$7)
Filed 2026-11-06
Winch Advisory Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$40 (+$5)
Filed 2026-11-06
First Command Advisory Services, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$35 (+$5)
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$10 (+$1)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 10,221
Change-10,221 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-05
Trust Co of Vermont
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-21
Salomon & Ludwin, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$496)
Filed 2026-10-29
Coston, McIsaac & Partners
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 ($0)
Filed 2026-11-06
Heritage Wealth Advisors
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$78)
Filed 2026-11-09
Madison Asset Management, LLC
N/A
Shares— from 355,678
Change-355,678 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 479
Change-479 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 287
Change-287 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Status
Henry James International Management Inc.
UNCHANGED86,51286,51200%$375.5K$428.2K+$52.8K2026-10-14
Delta Capital Management LLC
DECREASED28,17030,616-2,446-8%$133$139+$62026-10-16
Gamma Investing LLC
INCREASED12,37410,656+1,718+16%$46.2K$61.3K+$15.0K2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED2,1502,15000%$9.3K$9.3K$02026-10-15
Rhumbline Advisers
UNCHANGED1,2731,27300%$5.5K$6.3K+$7772026-11-10
Sterling Capital Management LLC
UNCHANGED29029000%$12.0K$1.4K-$10.5K2026-10-22
General Partner, Inc.
UNCHANGED24924900%$1.1K$1.2K+$1522026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED139721-582-81%$3.1K$685-$2.4K2026-10-14
Archer Investment Corp
UNCHANGED575700%$247$282+$352026-11-05
Ascentis Wealth Management, LLC
UNCHANGED444400%$190$217+$272026-11-03
Ascentis Independent Advisors
NEW27—+27——$133—2026-11-03
Byrne Asset Management LLC
UNCHANGED161600%$69$76+$72026-10-06
Boyd Watterson Asset Management LLC
UNCHANGED101000%$43$50+$72026-11-06
Winch Advisory Services, LLC
UNCHANGED8800%$35$40+$52026-11-06
First Command Advisory Services, Inc.
UNCHANGED7700%$30$35+$52026-11-05
Strengthening Families & Communities, LLC
UNCHANGED2200%$9$10+$12026-10-21
Ferguson Wellman Capital Management, Inc
CLOSED010,221-10,221-100%$44.4K$0-$44.4K2026-10-05
Trust Co of Vermont
CLOSED0300-300-100%$1.3K$0-$1.3K2026-10-21
Salomon & Ludwin, LLC
CLOSED0113-113-100%$496$0-$4962026-10-29
Coston, McIsaac & Partners
CLOSED038-38-100%$0$0$02026-11-06
Heritage Wealth Advisors
CLOSED018-18-100%$78$0-$782026-11-09
Madison Asset Management, LLC
N/A—355,678-355,678-100%$1.5M———
Ogorek Anthony Joseph
N/A—479-479-100%$2———
Ancora Advisors LLCA
N/A—287-287-100%$1.2K———
Wellington-Altus USA Inc.
N/A—52-52-100%$235———
Showing 25 of 25 institutions