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Beacon Pointe Advisors’s Sony SONY Stock Holding History

Beacon Pointe 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
Q1 		$2.28M Buy
109,991
+77,472
+238% +$1.74M 0.01% 686
2025
Q4 		$832K Buy
32,519
+1,689
+5% +$47.4K 0.01% 893
2025
Q3 		$888K Buy
30,830
+8,159
+36% +$219K 0.01% 800
2025
Q2 		$590K Sell
22,671
-5,066
-18% -$127K 0.01% 846
2025
Q1 		$704K Buy
27,737
+7,154
+35% +$165K 0.01% 734
2024
Q4 		$436K Sell
20,583
-677
-3% -$13.2K ﹤0.01% 872
2024
Q3 		$411K Sell
21,260
-92,635
-81% -$1.69M ﹤0.01% 920
2024
Q2 		$1.94M Sell
113,895
-8,970
-7% -$148K 0.02% 485
2024
Q1 		$2.11M Buy
122,865
+2,060
+2% +$37.9K 0.02% 485
2023
Q4 		$2.29M Buy
120,805
+1,345
+1% +$23.3K 0.03% 446
2023
Q3 		$1.97M Buy
119,460
+15,295
+15% +$267K 0.02% 461
2023
Q2 		$1.88M Buy
104,165
+1,405
+1% +$26.4K 0.03% 388
2023
Q1 		$1.86M Buy
102,760
+3,960
+4% +$68.6K 0.03% 413
2022
Q4 		$1.51M Buy
98,800
+74,815
+312% +$1.12M 0.03% 423
2022
Q3 		$305K Buy
23,985
+485
+2% +$7.77K 0.01% 792
2022
Q2 		$384K Sell
23,500
-204,390
-90% -$3.62M 0.01% 739
2022
Q1 		$4.68M Buy
227,890
+195,420
+602% +$4.25M 0.06% 262
2021
Q4 		$821K Buy
32,470
+8,720
+37% +$208K 0.02% 418
2021
Q3 		$525K Sell
23,750
-6,270
-21% -$131K 0.01% 533
2021
Q2 		$584K Buy
30,020
+10,370
+53% +$210K 0.02% 449
2021
Q1 		$414K Buy
19,650
+5,600
+40% +$118K 0.03% 323
2020
Q4 		$285K Buy
+14,050
New +$244K 0.02% 379

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Beacon Pointe Advisors's SONY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Sony (SONY) stake by 238% in Q1 2026, buying an estimated $1.74M and bringing the position to 109,991 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #686.

Beacon Pointe Advisors first reported a position in SONY in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.68M in Q1 2022. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Beacon Pointe Advisors held 109,991 shares of Sony worth $2.28M as of Q1 2026.
  • Beacon Pointe Advisors bought 77,472 Sony shares in Q1 2026, an estimated $1.74M.
  • Sony made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #686 holding.
  • Beacon Pointe Advisors first reported a position in Sony in Q4 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Sony position peaked at $4.68M in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.