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.
Showing 15 of 22 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Madison Asset Management, LLC | Madison, WI | $1.6M | 354,444 |
| Henry James International Management Inc. | New York, NY | $375K | 86,512 |
| RHUMBLINE ADVISERS | BOSTON, MA | $117K | 25,877 |
| GAMMA Investing LLC | FOSTER CITY, CA | $46K | 10,656 |
| Sterling Capital Management LLC | CHARLOTTE, NC | $12K | 290 |
| Generali Investments CEE, investicni spolecnost, a.s. | PRAGUE, 2N | $9K | 2,150 |
| ATLAS CAPITAL ADVISORS LLC | 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 | RICHMOND, VA | $2K | 362 |
| General Partner, Inc. | PITTSBURGH, PA | $1K | 249 |
| Archer Investment Corp | Carmel, IN | $247 | 57 |
| Ascentis Wealth Management, LLC | DALLAS, TX | $190 | 44 |
| DELTA CAPITAL MANAGEMENT LLC | RED BANK, NJ | $133 | 30,616 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD PRIMECAP CORE FUND | VANGUARD FENWAY FUNDS | $3.5M | 2.58% |
| Gabelli Dividend & Income Trust | Gabelli Dividend & Income Trust | $3.4M | 12.81% |
| The Gabelli Asset Fund | Gabelli Asset Fund | $2.5M | 16.04% |
| PRIMECAP Odyssey Growth Fund | PRIMECAP Odyssey Funds | $883K | 1.63% |
| The Gabelli Value 25 Fund Inc. | Gabelli Value 25 Fund Inc | $767K | 32.05% |
| The Gabelli Utilities Fund | 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. | Gabelli SRI Fund, Inc. | $23K | 11.24% |
| Reynolds Blue Chip Growth Fund | Reynolds Funds Inc | $1K | 0.22% |