Briaud Financial Planning’s Sony SONY Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-230	Closed	-$5K	–	292
2025 Q2	$5K	Hold	230	–	–	﹤0.01%	286
2025 Q1	$5K	Hold	230	–	–	﹤0.01%	161
2024 Q4	$4K	Buy	+230	New	+$4.48K	﹤0.01%	170

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's SONY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Sony (SONY) in Q3 2025, closing a stake of 230 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in SONY in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Briaud Financial Planning reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 230 Sony shares in Q3 2025, an estimated $5K.
Briaud Financial Planning first reported a position in Sony in Q4 2024 and held it in 3 quarters.
Briaud Financial Planning's Sony position peaked at $5K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.