ARG
SONY icon

Advisory Resource Group’s Sony SONY Stock Holding History

Advisory Resource Group’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
Q2 		$1.27M Buy
63,190
+10,583
+20% +$223K 0.19% 117
2026
Q1 		$1.09M Buy
52,607
+6,089
+13% +$136K 0.19% 109
2025
Q4 		$1.19M Buy
46,518
+913
+2% +$25.6K 0.21% 103
2025
Q3 		$1.31M Buy
45,605
+2,616
+6% +$70.3K 0.24% 97
2025
Q2 		$1.12M Buy
42,989
+1,217
+3% +$30.5K 0.22% 104
2025
Q1 		$1.06M Sell
41,772
-8,285
-17% -$191K 0.22% 92
2024
Q4 		$1.06M Sell
50,057
-4,148
-8% -$80.8K 0.22% 90
2024
Q3 		$1.05M Sell
54,205
-3,935
-7% -$71.7K 0.22% 95
2024
Q2 		$988K Buy
58,140
+11,935
+26% +$197K 0.22% 88
2024
Q1 		$792K Buy
46,205
+10,190
+28% +$187K 0.18% 99
2023
Q4 		$682K Buy
36,015
+2,615
+8% +$45.4K 0.17% 103
2023
Q3 		$550K Buy
33,400
+2,060
+7% +$35.9K 0.15% 107
2023
Q2 		$564K Sell
31,340
-855
-3% -$16K 0.15% 103
2023
Q1 		$584K Sell
32,195
-3,225
-9% -$55.9K 0.16% 100
2022
Q4 		$540K Buy
+35,420
New +$529K 0.16% 90
2022
Q2 		– Sell
-11,950
Closed -$245K – 151
2022
Q1 		$245K Buy
11,950
+1,935
+19% +$42.1K 0.08% 129
2021
Q4 		$224K Buy
10,015
+520
+5% +$12.4K 0.07% 137
2021
Q3 		$210K Buy
+9,495
New +$199K 0.08% 126

Other funds holding SONY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Advisory Resource Group's SONY Position: Q2 2026 in Review

Advisory Resource Group increased its Sony (SONY) stake by 20% in Q2 2026, buying an estimated $223K and bringing the position to 63,190 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #117.

Advisory Resource Group first reported a position in SONY in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q3 2025. 90 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Advisory Resource Group held 63,190 shares of Sony worth $1.27M as of Q2 2026.
  • Advisory Resource Group bought 10,583 Sony shares in Q2 2026, an estimated $223K.
  • Sony made up 0.19% of Advisory Resource Group's portfolio in Q2 2026, its #117 holding.
  • Advisory Resource Group first reported a position in Sony in Q3 2021 and has held it in 18 quarters since.
  • Advisory Resource Group's Sony position peaked at $1.31M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.