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BFSG LLC’s Sony SONY Stock Holding History

BFSG LLC’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 		– Sell
-333
Closed -$6.89K – 799
2026
Q1 		$6.89K Sell
333
-285,033
-100% -$6.39M ﹤0.01% 589
2025
Q4 		$7.31M Sell
285,366
-1,407
-0.5% -$39.5K 0.71% 34
2025
Q3 		$8.26M Sell
286,773
-675
-0.2% -$18.2K 0.8% 30
2025
Q2 		$7.48M Sell
287,448
-395
-0.1% -$9.88K 0.84% 31
2025
Q1 		$7.31M Sell
287,843
-1,628
-0.6% -$37.6K 0.89% 29
2024
Q4 		$6.13M Buy
+289,471
New +$5.64M 0.72% 40

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

BFSG LLC's SONY Position: Q2 2026 in Review

BFSG LLC sold out of Sony (SONY) in Q2 2026, closing a stake of 333 shares — an estimated $6.89K sold.

BFSG LLC first reported a position in SONY in Q4 2024 and held it in 6 quarters. The position peaked at $8.26M in Q3 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • BFSG LLC reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • BFSG LLC sold 333 Sony shares in Q2 2026, an estimated $6.89K.
  • BFSG LLC first reported a position in Sony in Q4 2024 and held it in 6 quarters.
  • BFSG LLC's Sony position peaked at $8.26M in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.