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BOK Financial Private Wealth’s Sony SONY Stock Holding History

BOK Financial Private Wealth’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 		$9.23K Buy
+460
New +$9.7K ﹤0.01% 412
2023
Q2 		– Sell
-250
Closed -$4.53K – 444
2023
Q1 		$4.53K Buy
+250
New +$4.33K ﹤0.01% 368

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

BOK Financial Private Wealth's SONY Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Sony (SONY) in Q2 2026: 460 shares worth $9.23K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in SONY as recently as Q1 2023.

BOK Financial Private Wealth first reported a position in SONY in Q1 2023 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • BOK Financial Private Wealth held 460 shares of Sony worth $9.23K as of Q2 2026.
  • Sony was a new BOK Financial Private Wealth position in Q2 2026.
  • Sony made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #412 holding.
  • BOK Financial Private Wealth first reported a position in Sony in Q1 2023 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.