Superior Planning, LLC’s Sony SONY Stock Holding History

Superior Planning, LLC’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$56.7K	Buy	+2,408	New	+$55.2K	0.02%	346

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's SONY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sony (SONY) in Q3 2026: 2,408 shares worth $56.7K. The stake represents 0.02% of the portfolio and ranks #346 among its holdings.

526 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Superior Planning, LLC held 2,408 shares of Sony worth $56.7K as of Q3 2026.
Sony was a new Superior Planning, LLC position in Q3 2026.
Sony made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #346 holding.
526 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.