Carter Financial Group’s Sony SONY Stock Holding History

Carter 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
2025 Q4	–	Sell	-9,421	Closed	-$271K	–	133
2025 Q3	$271K	Buy	+9,421	New	+$253K	0.16%	91

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 $6.48B AUM 18.36% 1-Year Est. Return

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

Carter Financial Group's SONY Position: Q4 2025 in Review

Carter Financial Group sold out of Sony (SONY) in Q4 2025, closing a stake of 9,421 shares — an estimated $271K sold.

Carter Financial Group first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $271K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Carter Financial Group reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Carter Financial Group sold 9,421 Sony shares in Q4 2025, an estimated $271K.
Carter Financial Group first reported a position in Sony in Q3 2025 and held it in 1 quarter.
Carter Financial Group's Sony position peaked at $271K in Q3 2025.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.