Delta Financial Advisors’s Sony SONY Stock Holding History

Delta Financial Advisors’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	$237K	Hold	11,800	–	–	0.06%	140
2026 Q1	$244K	Buy	+11,800	New	+$264K	0.06%	138
2024 Q4	–	Sell	-10,475	Closed	-$202K	–	113
2024 Q3	$202K	Buy	+10,475	New	+$191K	0.07%	113
2024 Q1	–	Sell	-16,300	Closed	-$309K	–	119
2023 Q4	$309K	Sell	16,300 -1,900	-10%	-$33K	0.13%	101
2023 Q3	$300K	Hold	18,200	–	–	0.14%	107
2023 Q2	$328K	Sell	18,200 -775	-4%	-$14.5K	0.14%	104
2023 Q1	$344K	Hold	18,975	–	–	0.17%	99
2022 Q4	$289K	Sell	18,975 -4,900	-21%	-$73.2K	0.14%	103
2022 Q3	$306K	Hold	23,875	–	–	0.16%	101
2022 Q2	$390K	Buy	23,875 +4,000	+20%	+$70.8K	0.19%	98
2022 Q1	$408K	Buy	19,875 +825	+4%	+$17.9K	0.17%	100
2021 Q4	$482K	Buy	19,050 +6,875	+56%	+$164K	0.2%	99
2021 Q3	$269K	Buy	+12,175	New	+$255K	0.12%	107

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Delta Financial Advisors's SONY Position: Q2 2026 in Review

Delta Financial Advisors held its Sony (SONY) position steady in Q2 2026 at 11,800 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #140.

Delta Financial Advisors first reported a position in SONY in Q3 2021 and has held it in 13 quarters since. The position peaked at $482K in Q4 2021. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Delta Financial Advisors held 11,800 shares of Sony worth $237K as of Q2 2026.
Delta Financial Advisors left its Sony share count unchanged in Q2 2026.
Sony made up 0.06% of Delta Financial Advisors's portfolio in Q2 2026, its #140 holding.
Delta Financial Advisors first reported a position in Sony in Q3 2021 and has held it in 13 quarters since.
Delta Financial Advisors's Sony position peaked at $482K in Q4 2021.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.