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Sony Financial Group shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Sony Financial Group (SFGYY) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Sony Financial Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sony Financial Group by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 900 5.23

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View all positions for Wealth Preservation Advisors

Top funds holding Sony Financial Group

Reed Conner & Birdwell
Madison Asset Management
Henry James International Management
Lathrop Investment Management Corp
Generali Investments CEE, investicni spolecnost, a.s.
Rhumbline Advisers
Fca Corp
Yousif Capital Management
Sterling Capital Management
Pnc Financial Services
GAMMA Investing
Atlas Capital Advisors
Thurston, Springer, Miller, Herd & Titak
Salomon & Ludwin
Wealth Preservation Advisors

View all funds holding Sony Financial Group