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Custom Index Systems’s Sony SONY Stock Holding History

Custom Index Systems’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 		$30.3K Buy
+1,509
New +$31.8K 0.01% 438
2025
Q2 		– Sell
-26,092
Closed -$662K – 286
2025
Q1 		$662K Buy
+26,092
New +$603K 0.34% 85

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Custom Index Systems's SONY Position: Q2 2026 in Review

Custom Index Systems opened a new position in Sony (SONY) in Q2 2026: 1,509 shares worth $30.3K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in SONY as recently as Q1 2025.

Custom Index Systems first reported a position in SONY in Q1 2025 and has held it in 2 quarters since. The position peaked at $662K in Q1 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Custom Index Systems held 1,509 shares of Sony worth $30.3K as of Q2 2026.
  • Sony was a new Custom Index Systems position in Q2 2026.
  • Sony made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #438 holding.
  • Custom Index Systems first reported a position in Sony in Q1 2025 and has held it in 2 quarters since.
  • Custom Index Systems's Sony position peaked at $662K in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.