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Checchi Capital Advisers’s Sony SONY Stock Holding History

Checchi Capital Advisers’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 		$575K Sell
28,666
-605
-2% -$12.8K 0.03% 332
2026
Q1 		$606K Sell
29,271
-1,282
-4% -$28.7K 0.03% 313
2025
Q4 		$782K Buy
30,553
+145
+0.5% +$4.07K 0.04% 243
2025
Q3 		$875K Buy
30,408
+391
+1% +$10.5K 0.05% 229
2025
Q2 		$781K Buy
30,017
+153
+0.5% +$3.83K 0.04% 253
2025
Q1 		$758K Buy
29,864
+1,778
+6% +$41.1K 0.04% 259
2024
Q4 		$594K Buy
28,086
+251
+0.9% +$4.89K 0.03% 287
2024
Q3 		$538K Buy
27,835
+165
+0.6% +$3.01K 0.03% 314
2024
Q2 		$470K Sell
27,670
-645
-2% -$10.7K 0.02% 334
2024
Q1 		$486K Sell
28,315
-4,245
-13% -$78K 0.04% 332
2023
Q4 		$617K Sell
32,560
-795
-2% -$13.8K 0.05% 264
2023
Q3 		$550K Sell
33,355
-385
-1% -$6.72K 0.05% 269
2023
Q2 		$608K Sell
33,740
-270
-0.8% -$5.06K 0.05% 251
2023
Q1 		$617K Buy
34,010
+1,365
+4% +$23.7K 0.06% 235
2022
Q4 		$498K Sell
32,645
-3,945
-11% -$58.9K 0.05% 273
2022
Q3 		$469K Buy
36,590
+250
+0.7% +$4.01K 0.04% 279
2022
Q2 		$621K Sell
36,340
-1,350
-4% -$23.9K 0.05% 247
2022
Q1 		$774K Buy
37,690
+125
+0.3% +$2.72K 0.07% 191
2021
Q4 		$950K Buy
37,565
+20
+0.1% +$476 0.08% 161
2021
Q3 		$830K Buy
37,545
+375
+1% +$7.85K 0.08% 164
2021
Q2 		$723K Sell
37,170
-1,605
-4% -$32.5K 0.07% 188
2021
Q1 		$822K Sell
38,775
-1,400
-3% -$29.6K 0.08% 161
2020
Q4 		$812K Buy
40,175
+1,185
+3% +$20.6K 0.08% 156
2020
Q3 		$598K Sell
38,990
-655
-2% -$10.2K 0.07% 181
2020
Q2 		$548K Buy
39,645
+85
+0.2% +$1.1K 0.07% 190
2020
Q1 		$468K Sell
39,560
-5,255
-12% -$68.9K 0.04% 179
2019
Q4 		$609K Sell
44,815
-235
-0.5% -$2.93K 0.08% 174
2019
Q3 		$533K Buy
45,050
+9,185
+26% +$104K 0.07% 184
2019
Q2 		$376K Sell
35,865
-5,255
-13% -$51.6K 0.05% 254
2019
Q1 		$347K Buy
41,120
+460
+1% +$4.31K 0.04% 257
2018
Q4 		$393K Sell
40,660
-780
-2% -$8.25K 0.05% 209
2018
Q3 		$503K Buy
41,440
+2,735
+7% +$30.1K 0.06% 213
2018
Q2 		$397K Buy
38,705
+1,200
+3% +$11.7K 0.05% 241
2018
Q1 		$363K Sell
37,505
-10,650
-22% -$105K 0.05% 253
2017
Q4 		$433K Buy
48,155
+11,160
+30% +$95.9K 0.06% 223
2017
Q3 		$276K Sell
36,995
-13,575
-27% -$106K 0.03% 295
2017
Q2 		$386K Buy
50,570
+12,425
+33% +$88.2K 0.04% 221
2017
Q1 		$257K Sell
38,145
-855
-2% -$5.33K 0.03% 324
2016
Q4 		$219K Buy
39,000
+380
+1% +$2.31K 0.03% 334
2016
Q3 		$257K Buy
38,620
+825
+2% +$5.29K 0.03% 300
2016
Q2 		$222K Buy
37,795
+1,370
+4% +$7.35K 0.03% 313
2016
Q1 		$187K Buy
+36,425
New +$167K 0.04% 364
2015
Q3 		– Sell
-36,435
Closed -$207K – 372
2015
Q2 		$207K Buy
+36,435
New +$223K 0.05% 332

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Checchi Capital Advisers's SONY Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Sony (SONY) stake by 2.1% in Q2 2026, selling an estimated $12.8K and leaving 28,666 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #332.

Checchi Capital Advisers first reported a position in SONY in Q2 2015 and has held it in 43 quarters since. The position peaked at $950K in Q4 2021. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Checchi Capital Advisers held 28,666 shares of Sony worth $575K as of Q2 2026.
  • Checchi Capital Advisers sold 605 Sony shares in Q2 2026, an estimated $12.8K.
  • Sony made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #332 holding.
  • Checchi Capital Advisers first reported a position in Sony in Q2 2015 and has held it in 43 quarters since.
  • Checchi Capital Advisers's Sony position peaked at $950K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.