CoreCap Advisors
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CoreCap Advisors’s Sony SONY Stock Holding History

CoreCap Advisors’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 		$23.5K Buy
1,000
+985
+6,567% +$22.6K ﹤0.01% 1729
2026
Q2 		$301 Sell
15
-3,870
-100% -$81.6K ﹤0.01% 2944
2026
Q1 		$80.4K Sell
3,885
-245
-6% -$5.49K ﹤0.01% 1115
2025
Q4 		$106K Buy
4,130
+18
+0.4% +$505 ﹤0.01% 1008
2025
Q3 		$118K Sell
4,112
-970
-19% -$26.1K ﹤0.01% 970
2025
Q2 		$132K Buy
5,082
+565
+13% +$14.1K 0.01% 888
2025
Q1 		$115K Sell
4,517
-460
-9% -$10.6K 0.01% 853
2024
Q4 		$105K Sell
4,977
-23
-0.5% -$448 ﹤0.01% 909
2024
Q3 		$96.6K Buy
+5,000
New +$91.1K ﹤0.01% 931
2024
Q2 		– Sell
-1,950
Closed -$33.4K – 2443
2024
Q1 		$33.4K Buy
+1,950
New +$35.8K ﹤0.01% 1273
2022
Q4 		$11.1K Buy
+725
New +$10.8K ﹤0.01% 1514
2022
Q3 		– Sell
-1,545
Closed -$25K – 1846
2022
Q2 		$25K Buy
+1,545
New +$27.4K ﹤0.01% 1170
2022
Q1 		– Sell
-6,365
Closed -$161K – 1849
2021
Q4 		$161K Buy
+6,365
New +$152K 0.01% 592

Other funds holding SONY

Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

CoreCap Advisors's SONY Position: Q3 2026 in Review

CoreCap Advisors increased its Sony (SONY) stake by 6,567% in Q3 2026, buying an estimated $22.6K and bringing the position to 1,000 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

CoreCap Advisors first reported a position in SONY in Q4 2021 and has held it in 13 quarters since. The position peaked at $161K in Q4 2021. 139 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • CoreCap Advisors held 1,000 shares of Sony worth $23.5K as of Q3 2026.
  • CoreCap Advisors bought 985 Sony shares in Q3 2026, an estimated $22.6K.
  • Sony made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1729 holding.
  • CoreCap Advisors first reported a position in Sony in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Sony position peaked at $161K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.