Ascentis Wealth Management, LLC
Position in SFGYY — Sony Financial Group Inc./ADR
CIK 2032602
DALLAS, TX
Position in SFGYY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$190
-$8 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 9 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFGYY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $1,102,735 across 3 Insurance - Life names. SFGYY ranks #3 (0.0% of the industry book) .
All Filings in SFGYY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190 | 44 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $198 | 44 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $230 | 44 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||