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DAGCO Inc’s Sony SONY Stock Holding History

DAGCO Inc’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 		– Sell
-196
Closed -$4.06K – 306
2026
Q1 		$4.06K Sell
196
-50
-20% -$1.12K ﹤0.01% 320
2025
Q4 		$6.3K Hold
246
– – ﹤0.01% 310
2025
Q3 		$7.09K Hold
246
– – ﹤0.01% 296
2025
Q2 		$6.41K Hold
246
– – ﹤0.01% 295
2025
Q1 		$6.25K Buy
+246
New +$5.68K ﹤0.01% 275
2024
Q4 		– Sell
-50
Closed -$981 – 186
2024
Q3 		$981 Hold
50
– – ﹤0.01% 214
2024
Q2 		$863 Hold
50
– – ﹤0.01% 216
2024
Q1 		$871 Buy
+50
New +$919 ﹤0.01% 219

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

DAGCO Inc's SONY Position: Q2 2026 in Review

DAGCO Inc sold out of Sony (SONY) in Q2 2026, closing a stake of 196 shares — an estimated $4.06K sold.

DAGCO Inc first reported a position in SONY in Q1 2024 and held it in 8 quarters. The position peaked at $7.09K in Q3 2025. 176 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • DAGCO Inc reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 196 Sony shares in Q2 2026, an estimated $4.06K.
  • DAGCO Inc first reported a position in Sony in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Sony position peaked at $7.09K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.