Capital Advisory Group Advisory Services’s Sony SONY Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-6,979	Closed	-$201K	–	185
2025 Q3	$201K	Buy	+6,979	New	+$188K	0.06%	175
2022 Q2	–	Sell	-11,445	Closed	-$235K	–	441
2022 Q1	$235K	Sell	11,445 -45	-0.4%	-$978	0.11%	139
2021 Q4	$290K	Sell	11,490 -35	-0.3%	-$833	0.13%	131
2021 Q3	$255K	Sell	11,525 -23,080	-67%	-$483K	0.09%	173
2021 Q2	$673K	Buy	34,605 +22,960	+197%	+$465K	0.24%	92
2021 Q1	$247K	Buy	11,645 +245	+2%	+$5.17K	0.1%	161
2020 Q4	$231K	Buy	11,400 +295	+3%	+$5.13K	0.1%	162
2020 Q3	$170K	Sell	11,105 -10	-0.1%	-$156	0.09%	148
2020 Q2	$154K	Buy	+11,115	New	+$144K	0.09%	156

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's SONY Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of Sony (SONY) in Q4 2025, closing a stake of 6,979 shares — an estimated $201K sold.

Capital Advisory Group Advisory Services first reported a position in SONY in Q2 2020 and held it in 9 quarters. The position peaked at $673K in Q2 2021. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Capital Advisory Group Advisory Services reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 6,979 Sony shares in Q4 2025, an estimated $201K.
Capital Advisory Group Advisory Services first reported a position in Sony in Q2 2020 and held it in 9 quarters.
Capital Advisory Group Advisory Services's Sony position peaked at $673K in Q2 2021.
819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.