As of the latest SEC filings, Sony Financial Group Inc./ADR (SFGYY) is held by 39 institutional funds. The largest fund shareholder is VANGUARD PRIMECAP FUND (VPMAX), holding an estimated $23,196,914.40 in market value, representing 0.03% of its portfolio.
Funds holding Sony Financial Group Inc./ADR (SFGYY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SFGYY
- CIK:
- 0002084022
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VPMAX
VANGUARD PRIMECAP FUND
|
MF | Vanguard | 0.03% | $23,196,914.40 | 5,143,440 | Mar 31, 2026 | May 28, 2026 |
|
VPCCX
VANGUARD PRIMECAP CORE FUND
|
MF | Vanguard | 0.03% | $3,501,004.76 | 776,276 | Mar 31, 2026 | May 28, 2026 |
|
VHCAX
VANGUARD CAPITAL OPPORTUNITY FUND
|
MF | Vanguard | 0.01% | $3,286,865.45 | 728,795 | Mar 31, 2026 | May 28, 2026 |
|
POAGX
PRIMECAP Odyssey Aggressive Growth Fund
|
MF | Independent / Boutique | 0.04% | $2,518,938.40 | 572,486 | Apr 30, 2026 | Jun 29, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.01% | $1,710,300.24 | 338,004 | Feb 28, 2026 | Apr 29, 2026 |
|
POSKX
PRIMECAP Odyssey Stock Fund
|
MF | Independent / Boutique | 0.03% | $1,276,259.60 | 290,059 | Apr 30, 2026 | Jun 29, 2026 |
|
GABAX
The Gabelli Asset Fund
|
MF | GAMCO / Gabelli | 0.08% | $1,258,290.00 | 279,000 | Mar 31, 2026 | Jun 1, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,208,772.40 | 274,721 | Apr 30, 2026 | Jun 24, 2026 |
|
GDV
Gabelli Dividend & Income Trust
|
CEF | GAMCO / Gabelli | 0.04% | $1,131,955.88 | 250,988 | Mar 31, 2026 | Jun 1, 2026 |
|
-
CAPITAL GROWTH PORTFOLIO
|
ETF | Vanguard | 0.05% | $1,075,544.80 | 238,480 | Mar 31, 2026 | May 28, 2026 |
|
POGRX
PRIMECAP Odyssey Growth Fund
|
MF | Independent / Boutique | 0.02% | $882,714.80 | 200,617 | Apr 30, 2026 | Jun 29, 2026 |
|
GVCIX
The Gabelli Value 25 Fund Inc.
|
MF | GAMCO / Gabelli | 0.16% | $383,350.00 | 85,000 | Mar 31, 2026 | Jun 1, 2026 |
|
AVIV
Avantis International Large Cap Value ETF
|
ETF | American Century | 0.03% | $354,169.64 | 69,994 | Feb 28, 2026 | Apr 29, 2026 |
|
GAUAX
The Gabelli Utilities Fund
|
MF | GAMCO / Gabelli | 0.02% | $351,780.00 | 78,000 | Mar 31, 2026 | Jun 1, 2026 |
|
GGT
Gabelli Multimedia Trust Inc.
|
CEF | GAMCO / Gabelli | 0.22% | $333,740.00 | 74,000 | Mar 31, 2026 | Jun 1, 2026 |
|
GGZ
Gabelli Global Small & Mid Cap Value Trust
|
CEF | GAMCO / Gabelli | 0.13% | $160,556.00 | 35,600 | Mar 31, 2026 | Jun 1, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $138,718.80 | 31,527 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAX
Dimensional World ex. U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $133,029.60 | 30,234 | Apr 30, 2026 | Jun 29, 2026 |
|
GCIEX
The Gabelli Equity Income Fund
|
MF | GAMCO / Gabelli | 0.03% | $117,260.00 | 26,000 | Mar 31, 2026 | Jun 1, 2026 |
|
DIHP
Dimensional International High Profitability ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $108,094.80 | 24,567 | Apr 30, 2026 | Jun 29, 2026 |
|
GAGCX
The Gabelli Global Rising Income and Dividend Fund
|
MF | Independent / Boutique | 0.15% | $102,828.00 | 22,800 | Mar 31, 2026 | Jun 1, 2026 |
|
MPLAX
PRAXIS INTERNATIONAL INDEX FUND
|
MF | Independent / Boutique | 0.02% | $91,724.38 | 20,338 | Mar 31, 2026 | Jun 1, 2026 |
|
GLU
Gabelli Global Utility & Income Trust
|
CEF | GAMCO / Gabelli | 0.08% | $88,396.00 | 19,600 | Mar 31, 2026 | Jun 1, 2026 |
|
-
1290 VT GAMCO Mergers & Acquisitions Portfolio
|
ETF | Independent / Boutique | 0.04% | $67,650.00 | 15,000 | Mar 31, 2026 | May 26, 2026 |
|
GAB
Gabelli Equity Trust Inc
|
CEF | GAMCO / Gabelli | 0.00% | $55,242.99 | 12,249 | Mar 31, 2026 | Jun 1, 2026 |
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