Coston, McIsaac & Partners
Position in SFGYY — Sony Financial Group Inc./ADR
CIK 1945037
BAR HARBOR, ME
Position in SFGYY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$164
-$7 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 21 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFGYY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Coston, McIsaac & Partners holds $82,172 across 7 Insurance - Life names. SFGYY ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
265 | $28,601 | |
| 2 | MET |
Metlife Inc
|
287 | $24,283 | |
| 3 | UNM |
Unum Group
|
224 | $20,025 | |
| 4 | AFL |
Aflac Inc
|
46 | $5,393 | |
| 5 | MFC |
Manulife Financial Corp
|
79 | $3,200 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
8 | $506 | |
| 7 | SFGYY |
Sony Financial Group Inc./ADR
This page
|
38 | $164 |
All Filings in SFGYY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164 | 38 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $171 | 38 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $198 | 38 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||