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Archford Capital Strategies’s Sony SONY Stock Holding History

Archford Capital Strategies’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
Q1 		– Sell
-72,040
Closed -$1.84M – 372
2025
Q4 		$1.84M Sell
72,040
-9,684
-12% -$272K 0.21% 106
2025
Q3 		$2.35M Buy
81,724
+39,386
+93% +$1.06M 0.28% 80
2025
Q2 		$1.1M Buy
+42,338
New +$1.06M 0.14% 140
2014
Q4 		– Sell
-8,015
Closed -$29K – 762
2014
Q3 		$29K Hold
8,015
– – 0.02% 256
2014
Q2 		$26.9K Hold
8,015
– – 0.02% 277
2014
Q1 		$30.6K Buy
+8,015
New +$27.7K 0.03% 269

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Archford Capital Strategies's SONY Position: Q1 2026 in Review

Archford Capital Strategies sold out of Sony (SONY) in Q1 2026, closing a stake of 72,040 shares — an estimated $1.84M sold.

Archford Capital Strategies first reported a position in SONY in Q1 2014 and held it in 6 quarters. The position peaked at $2.35M in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Archford Capital Strategies reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Archford Capital Strategies sold 72,040 Sony shares in Q1 2026, an estimated $1.84M.
  • Archford Capital Strategies first reported a position in Sony in Q1 2014 and held it in 6 quarters.
  • Archford Capital Strategies's Sony position peaked at $2.35M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.