Davis Capital Management’s Sony SONY Stock Holding History

Davis Capital Management’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	$588	Buy	+25	New	+$573	﹤0.01%	598
2026 Q1	–	Sell	-750	Closed	-$19.2K	–	636
2025 Q4	$19.2K	Hold	750	–	–	0.01%	193
2025 Q3	$21.6K	Buy	+750	New	+$20.2K	0.02%	185
2025 Q1	$19K	Hold	750	–	–	0.02%	193
2024 Q4	$15.9K	Hold	750	–	–	0.01%	196
2024 Q3	$14.5K	Hold	750	–	–	0.01%	214
2024 Q2	$12.8K	Hold	750	–	–	0.01%	213
2024 Q1	$12.9K	Hold	750	–	–	0.01%	207
2023 Q4	$14.2K	Buy	+750	New	+$13K	0.01%	198
2020 Q2	$10K	Buy	+750	New	+$9.75K	0.02%	186

Other funds holding SONY

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Davis Capital Management's SONY Position: Q3 2026 in Review

Davis Capital Management opened a new position in Sony (SONY) in Q3 2026: 25 shares worth $588. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in SONY as recently as Q4 2025.

Davis Capital Management first reported a position in SONY in Q2 2020 and has held it in 10 quarters since. The position peaked at $21.6K in Q3 2025. 30 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Davis Capital Management held 25 shares of Sony worth $588 as of Q3 2026.
Sony was a new Davis Capital Management position in Q3 2026.
Sony made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #598 holding.
Davis Capital Management first reported a position in Sony in Q2 2020 and has held it in 10 quarters since.
Davis Capital Management's Sony position peaked at $21.6K in Q3 2025.
30 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.