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B. Riley Wealth Advisors’s Sony SONY Stock Holding History

B. Riley Wealth Advisors’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 		$262K Sell
12,838
-1,698
-12% -$35.8K 0.01% 670
2026
Q1 		$290K Buy
14,536
+806
+6% +$18.1K 0.02% 600
2025
Q4 		$351K Buy
13,730
+385
+3% +$10.8K 0.02% 645
2025
Q3 		$384K Sell
13,345
-1,215
-8% -$32.7K 0.02% 625
2025
Q2 		$379K Buy
+14,560
New +$364K 0.02% 626
2024
Q4 		$1.17M Buy
55,186
+20,391
+59% +$397K 0.04% 405
2024
Q3 		$671K Sell
34,795
-2,035
-6% -$37.1K 0.02% 631
2024
Q2 		$626K Sell
36,830
-14,905
-29% -$246K 0.02% 711
2024
Q1 		$853K Buy
51,735
+17,665
+52% +$325K 0.02% 584
2023
Q4 		$645K Sell
34,070
-17,665
-34% -$306K 0.02% 691
2023
Q3 		$853K Buy
51,735
+14,380
+38% +$251K 0.02% 584
2023
Q2 		$673K Sell
37,355
-2,010
-5% -$37.7K 0.02% 731
2023
Q1 		$714K Buy
39,365
+5,355
+16% +$92.8K 0.02% 670
2022
Q4 		$519K Sell
34,010
-920
-3% -$13.7K 0.01% 775
2022
Q3 		$449K Buy
34,930
+9,620
+38% +$154K 0.01% 803
2022
Q2 		$415K Sell
25,310
-126,870
-83% -$2.25M 0.02% 734
2022
Q1 		$3.13M Sell
152,180
-4,570
-3% -$99.3K 0.1% 209
2021
Q4 		$3.96M Sell
156,750
-5,920
-4% -$141K 0.11% 192
2021
Q3 		$3.6M Sell
162,670
-5,030
-3% -$105K 0.11% 198
2021
Q2 		$3.26M Sell
167,700
-14,605
-8% -$296K 0.11% 224
2021
Q1 		$3.87M Buy
+182,305
New +$3.85M 0.14% 172
2016
Q4 		– Sell
-33,320
Closed -$222K – 633
2016
Q3 		$222K Buy
+33,320
New +$214K 0.04% 504
2015
Q1 		– Sell
-3,745
Closed -$15 – 1774
2014
Q4 		$15 Buy
+3,745
New +$14.8K ﹤0.01% 2677
2014
Q3 		– Sell
-3,010
Closed -$10.1K – 1708
2014
Q2 		$10.1K Buy
+3,010
New +$10.4K ﹤0.01% 1782

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 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

B. Riley Wealth Advisors's SONY Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Sony (SONY) stake by 12% in Q2 2026, selling an estimated $35.8K and leaving 12,838 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #670.

B. Riley Wealth Advisors first reported a position in SONY in Q2 2014 and has held it in 24 quarters since. The position peaked at $3.96M in Q4 2021. 143 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • B. Riley Wealth Advisors held 12,838 shares of Sony worth $262K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,698 Sony shares in Q2 2026, an estimated $35.8K.
  • Sony made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #670 holding.
  • B. Riley Wealth Advisors first reported a position in Sony in Q2 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's Sony position peaked at $3.96M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.