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Compass Financial Services’s Sony SONY Stock Holding History

Compass Financial Services’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
Q1 		– Sell
-521
Closed -$13.3K – 232
2025
Q4 		$13.3K Buy
521
+2
+0.4% +$56 0.01% 178
2025
Q3 		$15K Hold
519
– – 0.01% 177
2025
Q2 		$13.5K Buy
519
+1
+0.2% +$25 0.01% 174
2025
Q1 		$13.2K Hold
518
– – 0.01% 160
2024
Q4 		$11K Buy
+518
New +$10.1K 0.01% 130

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Compass Financial Services's SONY Position: Q1 2026 in Review

Compass Financial Services sold out of Sony (SONY) in Q1 2026, closing a stake of 521 shares — an estimated $13.3K sold.

Compass Financial Services first reported a position in SONY in Q4 2024 and held it in 5 quarters. The position peaked at $15K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Compass Financial Services reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 521 Sony shares in Q1 2026, an estimated $13.3K.
  • Compass Financial Services first reported a position in Sony in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Sony position peaked at $15K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.