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Curi RMB Capital’s Sony SONY Stock Holding History

Curi RMB 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
Q1 		– Sell
-7,950
Closed -$204K – 944
2025
Q4 		$204K Buy
7,950
+152
+2% +$4.27K ﹤0.01% 848
2025
Q3 		$224K Buy
+7,798
New +$210K ﹤0.01% 658
2013
Q3 		– Sell
-64,660
Closed -$274K – 384
2013
Q2 		$274K Buy
+64,660
New +$243K 0.02% 298

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

Curi RMB Capital's SONY Position: Q1 2026 in Review

Curi RMB Capital sold out of Sony (SONY) in Q1 2026, closing a stake of 7,950 shares — an estimated $204K sold.

Curi RMB Capital first reported a position in SONY in Q2 2013 and held it in 3 quarters. The position peaked at $274K in Q2 2013. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Curi RMB Capital reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 7,950 Sony shares in Q1 2026, an estimated $204K.
  • Curi RMB Capital first reported a position in Sony in Q2 2013 and held it in 3 quarters.
  • Curi RMB Capital's Sony position peaked at $274K in Q2 2013.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.