Who owns Sony Financial Group Inc?

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Analyze quarterly positions in Sony Financial Group with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Sony Financial Group stock

Who bought or sold Sony Financial Group Inc this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Reed Conner & Birdwell 366k $1.9M -95% Dec 2025
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Madison Asset Management 354k $1.6M 6% Mar 2026
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Henry James International Management 87k $390k -2% Mar 2026
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Generali Investments CEE, investicni spolecnost, a.s. 29k $132k 0% Mar 2026
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Rhumbline Advisers 26k $117k 3% Mar 2026
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Fca Corp 16k $83k 100% Dec 2025
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Yousif Capital Management 11k $49k 0% Mar 2026
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Ferguson Wellman Capital Management 10k $46k 100% Mar 2026
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Atlas Capital Advisors 1.4k $6.3k 0% Mar 2026
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Wealth Preservation Advisors 900.00 $4.1k 0% Mar 2026
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Trust Co Of Vermont 900.00 $4.7k 100% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 743.00 $3.3k -31% Mar 2026
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Ogorek Anthony Joseph 479.00 $2.0k 0% Mar 2026
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GAMMA Investing 378.00 $1.7k -83% Mar 2026
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Salomon & Ludwin 362.00 $1.7k -66% Mar 2026
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Ancora Advisors 297.00 $1.3k -48% Mar 2026
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Sterling Capital Management 290.00 $1.3k -97% Mar 2026
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Westside Investment Management 286.00 $1.3k -50% Mar 2026
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Nbc Securities 258.00 $1.2k -22% Mar 2026
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General Partner 249.00 $1.1k 0% Mar 2026
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Ameriflex Group 166.00 $867.997400 -18% Dec 2025
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Archer Investment Corp 57.00 $257.001600 0% Mar 2026
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ORG Wealth Partners 44.00 $198.000000 0% Mar 2026
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Coston, McIsaac & Partners 38.00 $0 0% Mar 2026
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ORG Partners 20.00 $104.000000 100% Dec 2025
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Byrne Asset Management 16.00 $72.000000 0% Mar 2026
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Boyd Watterson Asset Management 10.00 $45.000000 0% Mar 2026
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Winch Advisory Services 8.00 $36.000000 0% Mar 2026
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Strengthening Families & Communities 2.00 $9.000000 100% Mar 2026
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Who sold out of Sony Financial Group?

Fund or Company Name Date Sold Shares Held Valued At
Fiduciary Management Sep 2025 1.2M $6.7M
Lathrop Investment Management Corp Dec 2025 39k $206k
Pnc Financial Services Dec 2025 2.3k $12k
Paradigm Asset Management Company Dec 2025 300.00 $1.6k
Murphy & Mullick Capital Management Corp Dec 2025 153.00 $800.006400
Steigerwald, Gordon & Koch Dec 2025 75.00 $392.002500
Heritage Wealth Advisors Dec 2025 18.00 $93.999600