D.A. Davidson & Co
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D.A. Davidson & Co’s Sony SONY Stock Holding History

D.A. Davidson & Co’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 		$212K Buy
+9,008
New +$206K ﹤0.01% 1524
2026
Q1 		– Sell
-11,295
Closed -$289K – 1625
2025
Q4 		$289K Buy
11,295
+1,303
+13% +$36.6K ﹤0.01% 1326
2025
Q3 		$288K Buy
9,992
+1,752
+21% +$47.1K ﹤0.01% 1319
2025
Q2 		$214K Buy
+8,240
New +$206K ﹤0.01% 1338
2022
Q2 		– Sell
-10,070
Closed -$207K – 1357
2022
Q1 		$207K Buy
10,070
+20
+0.2% +$435 ﹤0.01% 1199
2021
Q4 		$254K Buy
10,050
+5
+0% +$119 ﹤0.01% 1107
2021
Q3 		$222K Buy
+10,045
New +$210K ﹤0.01% 1120
2021
Q2 		– Sell
-10,545
Closed -$224K – 1217
2021
Q1 		$224K Buy
+10,545
New +$223K ﹤0.01% 1055
2018
Q1 		– Sell
-25,340
Closed -$228K – 1142
2017
Q4 		$228K Sell
25,340
-520,180
-95% -$4.47M ﹤0.01% 959
2017
Q3 		$4.07M Buy
545,520
+9,735
+2% +$76.2K 0.08% 220
2017
Q2 		$4.09M Buy
535,785
+530,985
+11,062% +$3.77M 0.09% 178
2017
Q1 		$32K Sell
4,800
-28,580
-86% -$178K ﹤0.01% 1685
2016
Q4 		$185K Sell
33,380
-1,775
-5% -$10.8K ﹤0.01% 1039
2016
Q3 		$231K Sell
35,155
-43,165
-55% -$277K 0.01% 891
2016
Q2 		$458K Sell
78,320
-31,650
-29% -$170K 0.01% 569
2016
Q1 		$564K Sell
109,970
-15,160
-12% -$69.5K 0.02% 499
2015
Q4 		$614K Sell
125,130
-16,830
-12% -$89.2K 0.02% 488
2015
Q3 		$694K Sell
141,960
-44,415
-24% -$237K 0.02% 456
2015
Q2 		$1.06M Buy
186,375
+54,500
+41% +$334K 0.03% 397
2015
Q1 		$704K Sell
131,875
-164,295
-55% -$830K 0.02% 488
2014
Q4 		$1.21M Buy
296,170
+109,705
+59% +$432K 0.04% 365
2014
Q3 		$672K Sell
186,465
-12,880
-6% -$46.4K 0.02% 510
2014
Q2 		$668K Buy
199,345
+196,500
+6,907% +$679K 0.02% 523
2014
Q1 		$9K Sell
2,845
-33,685
-92% -$116K ﹤0.01% 1828
2013
Q4 		$126K Buy
36,530
+10,360
+40% +$38.3K ﹤0.01% 993
2013
Q3 		$112K Buy
26,170
+16,065
+159% +$68.1K 0.01% 865
2013
Q2 		$42K Buy
+10,105
New +$37.9K ﹤0.01% 1153

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co's SONY Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in Sony (SONY) in Q3 2026: 9,008 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in SONY as recently as Q4 2025.

D.A. Davidson & Co first reported a position in SONY in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.09M in Q2 2017. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • D.A. Davidson & Co held 9,008 shares of Sony worth $212K as of Q3 2026.
  • Sony was a new D.A. Davidson & Co position in Q3 2026.
  • Sony made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1524 holding.
  • D.A. Davidson & Co first reported a position in Sony in Q2 2013 and has held it in 27 quarters since.
  • D.A. Davidson & Co's Sony position peaked at $4.09M in Q2 2017.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.