Beacon Investment Advisory Services’s Sony SONY Stock Holding History

Beacon Investment Advisory 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	$3.21K	Buy	+160	New	+$3.37K	﹤0.01%	718

Other funds holding SONY

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return