CX Institutional
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CX Institutional’s Sony SONY Stock Holding History

CX Institutional’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 		$6K Sell
234
-239
-51% -$5.48K ﹤0.01% 1429
2026
Q2 		$9K Buy
473
+239
+102% +$5.04K ﹤0.01% 1315
2026
Q1 		$5K Sell
234
-45
-16% -$1.01K ﹤0.01% 1370
2025
Q4 		$7K Buy
279
+216
+343% +$6.06K ﹤0.01% 1242
2025
Q3 		$2K Hold
63
– – ﹤0.01% 1318
2025
Q2 		$2K Hold
63
– – ﹤0.01% 1160
2025
Q1 		$2K Buy
+63
New +$1.46K ﹤0.01% 1152

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
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
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

CX Institutional's SONY Position: Q3 2026 in Review

CX Institutional reduced its Sony (SONY) stake by 51% in Q3 2026, selling an estimated $5.48K and leaving 234 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

CX Institutional first reported a position in SONY in Q1 2025 and has held it in 7 quarters since. The position peaked at $9K in Q2 2026. 165 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • CX Institutional held 234 shares of Sony worth $6K as of Q3 2026.
  • CX Institutional sold 239 Sony shares in Q3 2026, an estimated $5.48K.
  • Sony made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1429 holding.
  • CX Institutional first reported a position in Sony in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Sony position peaked at $9K in Q2 2026.
  • 165 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.