BFS
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Bradley Foster & Sargent’s Sony SONY Stock Holding History

Bradley Foster & Sargent’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 		– Sell
-8,094
Closed -$207K – 535
2025
Q4 		$207K Buy
8,094
+219
+3% +$6.15K ﹤0.01% 517
2025
Q3 		$227K Sell
7,875
-191
-2% -$5.14K ﹤0.01% 514
2025
Q2 		$210K Buy
+8,066
New +$202K ﹤0.01% 526
2021
Q2 		– Sell
-11,175
Closed -$237K – 406
2021
Q1 		$237K Hold
11,175
– – 0.01% 354
2020
Q4 		$226K Buy
+11,175
New +$194K 0.01% 350

Other funds holding SONY

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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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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