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Alpine Bank Wealth Management’s Sony SONY Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-2,350
Closed -$67.7K – 364
2025
Q3 		$67.7K Hold
2,350
– – 0.01% 223
2025
Q2 		$61.2K Hold
2,350
– – 0.01% 231
2025
Q1 		$59.7K Buy
+2,350
New +$54.3K 0.01% 220
2024
Q3 		$45.4K Buy
+2,350
New +$42.8K 0.01% 267

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpine Bank Wealth Management's SONY Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Sony (SONY) in Q4 2025, closing a stake of 2,350 shares — an estimated $67.7K sold.

Alpine Bank Wealth Management first reported a position in SONY in Q3 2024 and held it in 4 quarters. The position peaked at $67.7K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 2,350 Sony shares in Q4 2025, an estimated $67.7K.
  • Alpine Bank Wealth Management first reported a position in Sony in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Sony position peaked at $67.7K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.