CKW Financial Group’s Sony SONY Stock Holding History

CKW 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	$10K	Hold	500	–	–	﹤0.01%	116
2026 Q1	$11K	Sell	500 -2,000	-80%	-$44.8K	﹤0.01%	101
2025 Q4	$13K	Buy	2,500 +2,000	+400%	+$56.1K	﹤0.01%	107
2025 Q3	$14K	Hold	500	–	–	﹤0.01%	111
2025 Q2	$13K	Hold	500	–	–	﹤0.01%	110
2025 Q1	$13K	Hold	500	–	–	﹤0.01%	116
2024 Q4	$11K	Hold	500	–	–	﹤0.01%	186
2024 Q3	$10K	Hold	500	–	–	﹤0.01%	179
2024 Q2	$9K	Hold	500	–	–	﹤0.01%	181
2024 Q1	$9K	Hold	500	–	–	﹤0.01%	181
2023 Q4	$9K	Hold	500	–	–	﹤0.01%	190
2023 Q3	$8K	Hold	500	–	–	﹤0.01%	176
2023 Q2	$9K	Hold	500	–	–	﹤0.01%	174
2023 Q1	$9K	Hold	500	–	–	﹤0.01%	162
2022 Q4	$8K	Hold	500	–	–	﹤0.01%	167
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	175
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	172
2022 Q1	$10K	Hold	500	–	–	﹤0.01%	170
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	196
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	185
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	198
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	163
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	151
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	147
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	148
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	147
2019 Q4	$7K	Hold	500	–	–	﹤0.01%	148
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	141
2019 Q2	$5K	Hold	500	–	–	﹤0.01%	143
2019 Q1	$4K	Hold	500	–	–	﹤0.01%	167
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	169
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	166
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	164
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	147
2017 Q4	$4K	Hold	500	–	–	﹤0.01%	149
2017 Q3	$4K	Hold	500	–	–	﹤0.01%	152
2017 Q2	$4K	Hold	500	–	–	﹤0.01%	167
2017 Q1	$3K	Hold	500	–	–	﹤0.01%	156
2016 Q4	$3K	Hold	500	–	–	﹤0.01%	156
2016 Q3	$3K	Hold	500	–	–	﹤0.01%	153
2016 Q2	$3K	Hold	500	–	–	﹤0.01%	156
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	143
2015 Q4	$2K	Hold	500	–	–	﹤0.01%	149
2015 Q3	$2K	Sell	500 -2,060	-80%	-$11K	﹤0.01%	145
2015 Q2	$15K	Hold	2,560	–	–	0.01%	249
2015 Q1	$14K	Buy	2,560 +2,060	+412%	+$10.4K	0.01%	272
2014 Q4	$2K	Hold	500	–	–	﹤0.01%	335
2014 Q3	$2K	Hold	500	–	–	﹤0.01%	345
2014 Q2	$2K	Hold	500	–	–	﹤0.01%	346
2014 Q1	$2K	Hold	500	–	–	﹤0.01%	352
2013 Q4	$2K	Buy	+500	New	+$1.85K	﹤0.01%	315

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

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

Arnhold LLC New York $1.43B AUM 59.3% 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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

CKW Financial Group held its Sony (SONY) position steady in Q2 2026 at 500 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

CKW Financial Group first reported a position in SONY in Q4 2013 and has held it in 51 quarters since. The position peaked at $15K in Q2 2015. 225 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

CKW Financial Group held 500 shares of Sony worth $10K as of Q2 2026.
CKW Financial Group left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #116 holding.
CKW Financial Group first reported a position in Sony in Q4 2013 and has held it in 51 quarters since.
CKW Financial Group's Sony position peaked at $15K in Q2 2015.
225 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.