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Ares Financial Consulting’s Sony SONY Stock Holding History

Ares Financial Consulting’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 		$69.9K Hold
3,485
– – 0.05% 183
2026
Q1 		$73.6K Buy
+3,485
New +$78.1K 0.06% 165

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Ares Financial Consulting's SONY Position: Q2 2026 in Review

Ares Financial Consulting held its Sony (SONY) position steady in Q2 2026 at 3,485 shares worth $69.9K. The position accounts for 0.05% of the portfolio, ranked #183.

Ares Financial Consulting first reported a position in SONY in Q1 2026 and has held it in 2 quarters since. The position peaked at $73.6K in Q1 2026. 347 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ares Financial Consulting held 3,485 shares of Sony worth $69.9K as of Q2 2026.
  • Ares Financial Consulting left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #183 holding.
  • Ares Financial Consulting first reported a position in Sony in Q1 2026 and has held it in 2 quarters since.
  • Ares Financial Consulting's Sony position peaked at $73.6K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.