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Bleakley Financial Group’s Sony SONY Stock Holding History

Bleakley Financial Group’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 		$1.6M Sell
79,595
-15,233
-16% -$321K 0.02% 536
2026
Q1 		$1.96M Buy
94,828
+6,041
+7% +$135K 0.03% 390
2025
Q4 		$2.27M Buy
88,787
+20,785
+31% +$584K 0.04% 327
2025
Q3 		$1.96M Buy
68,002
+31,055
+84% +$835K 0.05% 294
2025
Q2 		$962K Buy
36,947
+19,969
+118% +$500K 0.02% 405
2025
Q1 		$431K Sell
16,978
-843
-5% -$19.5K 0.01% 449
2024
Q4 		$377K Buy
17,821
+1,551
+10% +$30.2K 0.01% 706
2024
Q3 		$314K Sell
16,270
-23,650
-59% -$431K 0.01% 751
2024
Q2 		$678K Sell
39,920
-5,550
-12% -$91.8K 0.02% 512
2024
Q1 		$780K Buy
45,470
+9,580
+27% +$176K 0.02% 490
2023
Q4 		$680K Buy
35,890
+7,250
+25% +$126K 0.02% 505
2023
Q3 		$472K Sell
28,640
-430
-1% -$7.5K 0.02% 556
2023
Q2 		$523K Buy
29,070
+645
+2% +$12.1K 0.02% 569
2023
Q1 		$515K Buy
28,425
+4,620
+19% +$80.1K 0.02% 562
2022
Q4 		$363K Buy
+23,805
New +$356K 0.01% 635

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

Bleakley Financial Group's SONY Position: Q2 2026 in Review

Bleakley Financial Group reduced its Sony (SONY) stake by 16% in Q2 2026, selling an estimated $321K and leaving 79,595 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #536.

Bleakley Financial Group first reported a position in SONY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Bleakley Financial Group held 79,595 shares of Sony worth $1.6M as of Q2 2026.
  • Bleakley Financial Group sold 15,233 Sony shares in Q2 2026, an estimated $321K.
  • Sony made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #536 holding.
  • Bleakley Financial Group first reported a position in Sony in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Sony position peaked at $2.27M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.