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 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 $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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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