Chicago Capital’s Sony SONY Stock Holding History

Chicago Capital’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 Q3	$360K	Buy	15,315 +2,700	+21%	+$61.9K	0.01%	306
2026 Q2	$253K	Hold	12,615	–	–	0.01%	335
2026 Q1	$261K	Hold	12,615	–	–	0.01%	319
2025 Q4	$323K	Hold	12,615	–	–	0.01%	303
2025 Q3	$363K	Hold	12,615	–	–	0.01%	285
2025 Q2	$328K	Hold	12,615	–	–	0.01%	294
2025 Q1	$320K	Hold	12,615	–	–	0.01%	282
2024 Q4	$267K	Sell	12,615 -130	-1%	-$2.53K	0.01%	285
2024 Q3	$246K	Hold	12,745	–	–	0.01%	288
2024 Q2	$217K	Hold	12,745	–	–	0.01%	290
2024 Q1	$219K	Sell	12,745 -2,235	-15%	-$41.1K	0.01%	278
2023 Q4	$284K	Buy	14,980 +2,235	+18%	+$38.8K	0.01%	241
2023 Q3	$210K	Hold	12,745	–	–	0.01%	216
2023 Q2	$230K	Hold	12,745	–	–	0.01%	210
2023 Q1	$231K	Buy	+12,745	New	+$221K	0.01%	207
2022 Q3	–	Sell	-12,745	Closed	-$208K	–	243
2022 Q2	$208K	Hold	12,745	–	–	0.01%	225
2022 Q1	$262K	Hold	12,745	–	–	0.01%	222
2021 Q4	$322K	Hold	12,745	–	–	0.01%	209
2021 Q3	$282K	Hold	12,745	–	–	0.01%	217
2021 Q2	$248K	Sell	12,745 -85	-0.7%	-$1.72K	0.01%	221
2021 Q1	$272K	Hold	12,830	–	–	0.01%	214
2020 Q4	$259K	Buy	+12,830	New	+$223K	0.01%	207

Other funds holding SONY

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Chicago Capital's SONY Position: Q3 2026 in Review

Chicago Capital increased its Sony (SONY) stake by 21% in Q3 2026, buying an estimated $61.9K and bringing the position to 15,315 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #306.

Chicago Capital first reported a position in SONY in Q4 2020 and has held it in 22 quarters since. The position peaked at $363K in Q3 2025. 249 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Chicago Capital held 15,315 shares of Sony worth $360K as of Q3 2026.
Chicago Capital bought 2,700 Sony shares in Q3 2026, an estimated $61.9K.
Sony made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #306 holding.
Chicago Capital first reported a position in Sony in Q4 2020 and has held it in 22 quarters since.
Chicago Capital's Sony position peaked at $363K in Q3 2025.
249 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.