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Sony Financial Group shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Sony Financial Group shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Sony Financial Group

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All positions including Sony Financial Group held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sony Financial Group by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $0 18 0.00

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Berkshire Hathaway Cl B CL B (BRK.B)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Automatic Data Processing (ADP)
Merck & Co (MRK)
Wal-Mart Stores (WMT)

View all positions for Heritage Wealth Advisors

Top funds holding Sony Financial Group

Reed Conner & Birdwell
Fiduciary Management
Teachers Retirement System Of The State Of Kentucky
Lathrop Investment Management Corp
Henry James International Management
Sit Investment Associates
Generali Investments CEE, investicni spolecnost, a.s.
Hancock Bank Trust Department
Bessemer
Paradigm Asset Management Company
Ameriflex Group
KERR FINANCIAL PLANNING Corp
Steigerwald, Gordon & Koch
Heritage Wealth Advisors

View all funds holding Sony Financial Group