Generali Investments CEE, investicni spolecnost, a.s. SFGYY — Sony Financial Group Inc

Ownership history in Generali Investments CEE, investicni spolecnost, a.s.  ·  4 quarters on record

AI Ownership Summary

Generali Investments CEE, investicni spolecnost, a.s. reported Sony Financial Group Inc (SFGYY) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows SFGYY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SFGYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Generali Investments CEE, investicni spolecnost, a.s.'s position in Sony Financial Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SFGYY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SFGYY stock page Generali Investments CEE, investicni spolecnost, a.s. fund profile Generali Investments CEE, investicni spolecnost, a.s. full holdings
How Generali Investments CEE, investicni spolecnost, a.s. held SFGYY — position size vs. price
% of Fund (quarterly)    SFGYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,150 — 0% 0.00% $9K 2026-10-15 $4.69
2026 Q2 REDUCED 92.6% +16.8% ❌ 2,150 -27,000 -92.6% 0.00% $9K 2026-07-13 $4.60
2026 Q1 UNCHANGED — — — 29,150 — 0% 0.01% $131K 2026-04-15 $4.51
2025 Q4 INITIATED — — — 29,150 — — 0.01% $152K 2026-01-14 $5.33

🏢 Other funds also holding SFGYY

As of 2026 Q3 — sorted by position size

Henry James International Management Inc. 3Y 7Y 0.13% GAMMA Investing LLC 0.0% General Partner, Inc. 3Y 0.0% Byrne Asset Management LLC 3Y 0.0%

FAQ About Generali Investments CEE, investicni spolecnost, a.s. and SFGYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Generali Investments CEE, investicni spolecnost, a.s. reported owning SFGYY?

Generali Investments CEE, investicni spolecnost, a.s. reported SFGYY across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported SFGYY position in Generali Investments CEE, investicni spolecnost, a.s.'s portfolio?

The largest reported portfolio weight for SFGYY was 0.01% in 2025 Q4.

What is the latest reported SFGYY position on this page?

The most recent filing on this page is 2026 Q3, when Generali Investments CEE, investicni spolecnost, a.s. reported 2,150 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this SFGYY ownership page compare?

The chart compares Generali Investments CEE, investicni spolecnost, a.s.'s quarterly SFGYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Generali Investments CEE, investicni spolecnost, a.s. Holdings