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Equibles

SFGYY · Sony Financial Group Inc. · Held by Funds

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$4.53 +0.01 (+0.24%) At close · Oct 23
Rebalance outlook locked
Market Cap
$6.08B
Shares
1.34B
Volume · Oct 23 147.85K Avg daily vol (3M) 78.25K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SFGYY by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.00% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.00% 20,338
Index ETFs 0.00% 0
Active ETFs 0.01% 69,001
Active funds 0.51% 6,836,314
Unclassified 0.03% 424,406
All registered funds 0.55% 7,350,059
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SFGYY

31 fund positions
Fund Balance Value % of Fund Open
VANGUARD PRIMECAP FUND 3,643,440 $15,812,530 0.02%
VANGUARD CAPITAL OPPORTUNITY FUND 728,795 $3,162,970 0.01%
VANGUARD PRIMECAP CORE FUND 716,276 $3,108,638 0.02%
PRIMECAP Odyssey Aggressive Growth Fund 351,370 $1,693,603 0.02%
Avantis International Equity ETF 338,004 $1,460,177 0.01%
INTERNATIONAL CORE EQUITY 2 PORTFOLIO 274,721 $1,324,155 0.00%
PRIMECAP Odyssey Growth Fund 200,617 $966,974 0.02%
PRIMECAP Odyssey Stock Fund 181,259 $873,668 0.02%
Gabelli Dividend & Income Trust 197,388 $856,664 0.03%
Avantis International Large Cap Value ETF 69,994 $302,374 0.02%
Gabelli Multimedia Trust Inc. 65,000 $282,100 0.16%
Gabelli Global Small & Mid Cap Value Trust 35,600 $154,504 0.11%
International Vector Equity Portfolio 31,527 $151,960 0.00%
Dimensional World ex. U.S. Core Equity 2 ETF 30,234 $145,728 0.00%
Dimensional International High Profitability ETF 24,567 $118,413 0.00%
The Gabelli Global Rising Income and Dividend Fund 22,800 $98,952 0.14%
PRAXIS INTERNATIONAL INDEX FUND 20,338 $88,267 0.01%
1290 VT GAMCO Mergers & Acquisitions Portfolio 15,000 $65,100 0.04%
Gabelli Equity Trust Inc 12,249 $53,161 0.00%
Avantis Responsible International Equity ETF 10,639 $45,960 0.01%
World ex U.S. Core Equity Portfolio 9,299 $44,821 0.00%
Dimensional International Core Equity 2 ETF 7,800 $37,596 0.00%
Dimensional International Core Equity Market ETF 6,400 $30,848 0.00%
International Large Cap Growth Portfolio 5,585 $26,920 0.00%
Avantis International Equity Fund 5,769 $24,922 0.00%
The Gabelli Asset Fund 5,000 $21,700 0.00%
Saturna Sustainable Equity Fund 4,000 $20,240 0.09%
COMMONWEALTH GLOBAL FUND 4,000 $19,280 0.11%
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND 3,712 $16,036 0.01%
Gabelli SRI Fund, Inc. 2,600 $11,284 0.05%
Reynolds Blue Chip Growth Fund 160 $694 0.00%
Showing 1–31 of 31 positions
Key facts CIK 2084022 CUSIP 83571B100 13F (30d) 9 filings 9 filers Visit website Investor relations