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Bare Financial Services’s Sony SONY Stock Holding History

Bare Financial Services’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 		$18.3K Buy
911
+426
+88% +$8.98K ﹤0.01% 318
2026
Q1 		$10K Buy
485
+229
+89% +$5.13K ﹤0.01% 340
2025
Q4 		$6.55K Sell
256
-90
-26% -$2.53K ﹤0.01% 423
2025
Q3 		$9.96K Buy
346
+18
+5% +$484 ﹤0.01% 240
2025
Q2 		$8.54K Buy
328
+254
+343% +$6.36K ﹤0.01% 222
2025
Q1 		$1.88K Buy
+74
New +$1.71K ﹤0.01% 292

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 $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bare Financial Services's SONY Position: Q2 2026 in Review

Bare Financial Services increased its Sony (SONY) stake by 88% in Q2 2026, buying an estimated $8.98K and bringing the position to 911 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Bare Financial Services first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Bare Financial Services held 911 shares of Sony worth $18.3K as of Q2 2026.
  • Bare Financial Services bought 426 Sony shares in Q2 2026, an estimated $8.98K.
  • Sony made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #318 holding.
  • Bare Financial Services first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.