3772 · Wealth Management, Inc. · Held by Funds
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Funds whose latest official portfolio report holds Wealth Management, Inc. (3772), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.
Major shareholders
Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.
| Event date | Holder | Shares | Instruments | Total | Previous total | Published |
|---|---|---|---|---|---|---|
| 2026-04-01 | Daiichi Life Group, Inc. Financial Services Agency (Japan) | — | — | 28.46% | 28.46% | 2026-04-03 |
| 2025-12-10 | Samty Co.,Ltd. Financial Services Agency (Japan) | — | — | 0% | 28.46% | 2025-12-16 |
| 2025-12-01 | Samty Co.,Ltd. Financial Services Agency (Japan) | — | — | 28.46% | 28.46% | 2025-12-08 |
| 2025-10-24 | KAZUTOSHI SENNO, filing for 2 joint holders Correction Financial Services Agency (Japan) | — | — | 28.6% | 27.92% | 2026-03-11 |
| 2025-10-24 | Samty Co.,Ltd. Financial Services Agency (Japan) | — | — | 28.46% | 28.62% | 2025-10-31 |
| 2025-10-24 | Dai-ichi Life Holdings, Inc. Financial Services Agency (Japan) | — | — | 28.46% | — | 2025-10-29 |
| 2023-11-27 | Samty Co.,Ltd. Correction Financial Services Agency (Japan) | — | — | 28.62% | 32.01% | 2024-03-13 |
| 2023-05-31 | KAZUTOSHI SENNO Financial Services Agency (Japan) | — | — | 27.92% | 29.85% | 2026-03-09 |
| 2023-05-31 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 4.37% | 5.51% | 2023-06-06 |
| 2023-04-14 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 5.51% | 6.99% | 2023-04-20 |
| 2023-02-15 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 6.99% | 8.02% | 2023-02-21 |
| 2022-12-15 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 8.02% | 9.18% | 2022-12-21 |
| 2022-11-07 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 9.18% | 10.21% | 2022-11-11 |
| 2022-09-26 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 10.21% | 11.38% | 2022-09-30 |
| 2022-09-01 | Daiwa Securities Co.Ltd. Financial Services Agency (Japan) | — | — | 11.38% | — | 2022-09-07 |
Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.