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Certior Financial Group’s Sony SONY Stock Holding History

Certior 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
2026
Q2 		$307K Buy
15,313
+1,019
+7% +$21.5K 0.17% 111
2026
Q1 		$296K Buy
14,294
+894
+7% +$20K 0.19% 101
2025
Q4 		$343K Sell
13,400
-1,288
-9% -$36.2K 0.23% 97
2025
Q3 		$423K Buy
14,688
+4
+0% +$108 0.28% 78
2025
Q2 		$382K Sell
14,684
-3
-0% -$75 0.29% 80
2025
Q1 		$373K Buy
14,687
+231
+2% +$5.34K 0.3% 79
2024
Q4 		$306K Buy
+14,456
New +$282K 0.26% 95

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Certior Financial Group's SONY Position: Q2 2026 in Review

Certior Financial Group increased its Sony (SONY) stake by 7.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 15,313 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #111.

Certior Financial Group first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q3 2025. 247 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Certior Financial Group held 15,313 shares of Sony worth $307K as of Q2 2026.
  • Certior Financial Group bought 1,019 Sony shares in Q2 2026, an estimated $21.5K.
  • Sony made up 0.17% of Certior Financial Group's portfolio in Q2 2026, its #111 holding.
  • Certior Financial Group first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • Certior Financial Group's Sony position peaked at $423K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.