Wellington-altus Usa »

Sony Financial Group shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Sony Financial Group (SFGYY) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Sony Financial Group

Tip: Access up to 7 years of quarterly data

All positions including Sony Financial Group held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sony Financial Group by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $234 52 4.52
2026-03-31 $226 52 4.35
2025-12-31 $272 52 5.23

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Sony Financial Group

Madison Asset Management
Henry James International Management
Delta Capital Management
GAMMA Investing
Generali Investments CEE, investicni spolecnost, a.s.
Atlas Capital Advisors
Rhumbline Advisers
Thurston, Springer, Miller, Herd & Titak
Ogorek Anthony Joseph
Trust Co Of Vermont
Sterling Capital Management
Ancora Advisors
General Partner
Salomon & Ludwin
Archer Investment Corp

View all funds holding Sony Financial Group