Funds holding Sony Financial Group Inc
ISIN US83571B1008 · United States · LEI 353800O7BDSU41WOZA60
- Fund holders
- 27
- Of which ETFs
- 3 24 other funds
- Value held
- ≈ 29.4M $ 29.3M $ · 49.6K €
This issuer has other securities: Sony Financial Group Inc (JP3435350008)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 3,643,440 | 15.8M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 728,795 | 3.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 716,276 | 3.1M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 351,370 | 1.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 338,004 | 1.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 274,721 | 1.3M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 200,617 | 967K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 181,259 | 873.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis International Large Cap Value ETF American Century ETF Trust | 69,994 | 302.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 31,527 | 152K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc | 22,800 | 99K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| PRAXIS INTERNATIONAL INDEX FUND Praxis Mutual Funds | 20,338 | 88.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 15,000 | 65.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 10,639 | 46K $ | 0.01 % | as of May 31, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,299 | 44.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 5,769 | 24.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| International Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,585 | 26.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 5,000 | 21.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust | 4,000 | 19.3K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 3,712 | 16K $ | 0.01 % | as of May 31, 2026 ↗ |
| Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. | 2,600 | 11.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Reynolds Blue Chip Growth Fund Reynolds Funds Inc | 160 | 694.4 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SELECTOR GLOBAL, FI SELECTOR GLOBAL/ACCIONES DUX INVERSORES, SGIIC, S.A. | 18K € | 0.07 % | as of Dec 31, 2025 ↗ | |
| MARKET PORTFOLIO EQUITY, F.I. MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. | 15.2K € | 0.03 % | as of Dec 31, 2025 ↗ | |
| SELECTOR GLOBAL, FI SELECTOR GLOBAL/FLEXIBLE DUX INVERSORES, SGIIC, S.A. | 11.1K € | 0.04 % | as of Dec 31, 2025 ↗ | |
| AGAVE, FI DUX INVERSORES, SGIIC, S.A. | 3.5K € | 0.01 % | as of Dec 31, 2025 ↗ | |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 1.8K € | 0.07 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc | 0.14 % | as of Jun 30, 2026 ↗ |
| COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust | 0.11 % | as of Jul 31, 2026 ↗ |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / INTERNATIONAL ALPHA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 0.07 % | as of Dec 31, 2025 ↗ |
| SELECTOR GLOBAL, FI SELECTOR GLOBAL/ACCIONES DUX INVERSORES, SGIIC, S.A. | 0.07 % | as of Dec 31, 2025 ↗ |
| Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. | 0.05 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 0.04 % | as of Jun 30, 2026 ↗ |
| SELECTOR GLOBAL, FI SELECTOR GLOBAL/FLEXIBLE DUX INVERSORES, SGIIC, S.A. | 0.04 % | as of Dec 31, 2025 ↗ |
| MARKET PORTFOLIO EQUITY, F.I. MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. | 0.03 % | as of Dec 31, 2025 ↗ |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 0.02 % | as of Jul 31, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 0.02 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 22 | -7 | 6,640,905 | -28.1 % |
| 2026Q2 | 29 | -3 | 9,238,697 | -10.7 % |
| 2026Q1 | 32 | -13 | 10,340,022 | -39.5 % |
| 2025Q4 | 45 | 17,094,392 |
Institutional managers
23 managers declare this company to the SEC (Form 13F).
Cite this page
Titelia. "Funds holding Sony Financial Group Inc". https://titelia.com/en/stocks/sony-financial-group-inc-US83571B1008