SONY FINANCIAL GROUP INC. ADR CMN

Ticker: SFGYY CUSIP: 83571B100 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Aristotle Capital Management, LLC365,495$1,912
Madison Asset Management, LLC333,536$1,744
Henry James International Management Inc.87,949$460
LATHROP INVESTMENT MANAGEMENT CORP39,328$0
Generali Investments CEE, investicni spolecnost, a.s.29,150$152
RHUMBLINE ADVISERS25,192$132
FCA CORP /TX15,800$83
YOUSIF CAPITAL MANAGEMENT, LLC10,917$57
Sterling Capital Management LLC8,992$47
PNC Financial Services Group, Inc.2,326$12
GAMMA Investing LLC2,218$12
ATLAS CAPITAL ADVISORS LLC1,400$7
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,082$6
Salomon & Ludwin, LLC1,070$6
TRUST CO OF VERMONT900$5
Wealth Preservation Advisors, LLC900$5
Westside Investment Management, Inc.572$3
OGOREK ANTHONY JOSEPH /NY/ /ADV479$0
NBC SECURITIES, INC.330$2
PARADIGM ASSET MANAGEMENT CO LLC300$2
General Partner, Inc.249$1
AMERIFLEX GROUP, INC.166$1
Murphy & Mullick Capital Management Corp153$1
Steigerwald, Gordon & Koch Inc.75$0
Archer Investment Corp57$0
ORG Wealth Partners, LLC44$0
Coston, McIsaac & Partners38$0
ORG Partners LLC20$0
Heritage Wealth Advisors18$0
Byrne Asset Management LLC16$0
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10$0
Winch Advisory Services, LLC8$0
Total (32 institutions)928,790$4,649