# Sony Financial Group Inc - Uns COM

Sony Financial Group Inc - Uns COM is a security (CUSIP 83571B100) tracked across SEC portfolio filings. 22 institutional managers reported $2.2M on Form 13F as of 2026-06-30; 13 registered fund positions totaling $13.2M via N-PORT as of 2026-04-30.

## Summary

- Issuer: Sony Financial Group Inc - Uns
- Class: COM
- CUSIP: 83571B100
- Asset category: EC
- 13F holders: 22
- 13F value: $2.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 13
- N-PORT value: $13.2M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 22 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Madison Asset Management, LLC](https://search.stillhousedata.com/firm/130874) | Madison, WI | $1.6M | 354,444 |
| [Henry James International Management Inc.](https://search.stillhousedata.com/firm/169293) | New York, NY | $375K | 86,512 |
| [RHUMBLINE ADVISERS](https://search.stillhousedata.com/firm/107151) | BOSTON, MA | $117K | 25,877 |
| [GAMMA Investing LLC](https://search.stillhousedata.com/firm/312573) | FOSTER CITY, CA | $46K | 10,656 |
| [Sterling Capital Management LLC](https://search.stillhousedata.com/firm/135405) | CHARLOTTE, NC | $12K | 290 |
| Generali Investments CEE, investicni spolecnost, a.s. | PRAGUE, 2N | $9K | 2,150 |
| [ATLAS CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/127036) | SAN FRANCISCO, CA | $6K | 1,400 |
| TRUST CO OF VERMONT | BRATTLEBORO, VT | $5K | 900 |
| Wealth Preservation Advisors, LLC | CHATTANOOGA, TN | $4K | 900 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | INDIANAPOLIS, IN | $3K | 721 |
| [Salomon & Ludwin, LLC](https://search.stillhousedata.com/firm/292456) | RICHMOND, VA | $2K | 362 |
| [General Partner, Inc.](https://search.stillhousedata.com/firm/302070) | PITTSBURGH, PA | $1K | 249 |
| [Archer Investment Corp](https://search.stillhousedata.com/firm/136403) | Carmel, IN | $247 | 57 |
| Ascentis Wealth Management, LLC | DALLAS, TX | $190 | 44 |
| [DELTA CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/106248) | RED BANK, NJ | $133 | 30,616 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD PRIMECAP CORE FUND](https://search.stillhousedata.com/fund/S000002581) | VANGUARD FENWAY FUNDS | $3.5M | 2.58% |
| Gabelli Dividend & Income Trust | Gabelli Dividend & Income Trust | $3.4M | 12.81% |
| [The Gabelli Asset Fund](https://search.stillhousedata.com/fund/S000001087) | Gabelli Asset Fund | $2.5M | 16.04% |
| [PRIMECAP Odyssey Growth Fund](https://search.stillhousedata.com/fund/S000005540) | PRIMECAP Odyssey Funds | $883K | 1.63% |
| [The Gabelli Value 25 Fund Inc.](https://search.stillhousedata.com/fund/S000001076) | Gabelli Value 25 Fund Inc | $767K | 32.05% |
| [The Gabelli Utilities Fund](https://search.stillhousedata.com/fund/S000001075) | Gabelli Utilities Fund | $704K | 3.97% |
| Gabelli Multimedia Trust Inc. | Gabelli Multimedia Trust Inc. | $667K | 43.75% |
| Gabelli Global Small & Mid Cap Value Trust | Gabelli Global Small & Mid Cap Value Trust | $321K | 25.26% |
| Gabelli Global Utility & Income Trust | Gabelli Global Utility & Income Trust | $177K | 15.08% |
| Gabelli Equity Trust Inc | Gabelli Equity Trust Inc | $110K | 0.64% |
| Gabelli Utility Trust | Gabelli Utility Trust | $97K | 3.34% |
| [Gabelli SRI Fund, Inc.](https://search.stillhousedata.com/fund/S000017367) | Gabelli SRI Fund, Inc. | $23K | 11.24% |
| [Reynolds Blue Chip Growth Fund](https://search.stillhousedata.com/fund/S000000865) | Reynolds Funds Inc | $1K | 0.22% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/83571B100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.