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Cetera Trust Company’s Sony SONY Stock Holding History

Cetera Trust Company’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 		$362K Hold
18,025
– – 0.18% 103
2026
Q1 		$373K Hold
18,025
– – 0.21% 92
2025
Q4 		$461K Buy
18,025
+575
+3% +$16.1K 0.25% 77
2025
Q3 		$502K Hold
17,450
– – 0.28% 69
2025
Q2 		$454K Buy
17,450
+525
+3% +$13.1K 0.27% 68
2025
Q1 		$430K Hold
16,925
– – 0.27% 64
2024
Q4 		$358K Buy
16,925
+600
+4% +$11.7K 0.23% 77
2024
Q3 		$315K Hold
16,325
– – 0.19% 102
2024
Q2 		$277K Hold
16,325
– – 0.17% 104
2024
Q1 		$280K Buy
16,325
+625
+4% +$11.5K 0.17% 109
2023
Q4 		$297K Buy
+15,700
New +$272K 0.19% 97

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Cetera Trust Company's SONY Position: Q2 2026 in Review

Cetera Trust Company held its Sony (SONY) position steady in Q2 2026 at 18,025 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #103.

Cetera Trust Company first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $502K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Cetera Trust Company held 18,025 shares of Sony worth $362K as of Q2 2026.
  • Cetera Trust Company left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.18% of Cetera Trust Company's portfolio in Q2 2026, its #103 holding.
  • Cetera Trust Company first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Sony position peaked at $502K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.