Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Sony SONY Stock Holding History

Dynamic Advisor Solutions’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 		$541K Buy
+22,979
New +$527K 0.02% 644
2026
Q1 		– Sell
-8,748
Closed -$224K – 992
2025
Q4 		$224K Buy
8,748
+214
+3% +$6.01K 0.01% 871
2025
Q3 		$246K Buy
8,534
+67
+0.8% +$1.8K 0.01% 844
2025
Q2 		$220K Buy
+8,467
New +$212K 0.01% 833
2024
Q4 		– Sell
-24,475
Closed -$473K – 815
2024
Q3 		$473K Sell
24,475
-17,495
-42% -$319K 0.01% 628
2024
Q2 		$713K Buy
41,970
+700
+2% +$11.6K 0.02% 534
2024
Q1 		$708K Buy
41,270
+50
+0.1% +$919 0.02% 513
2023
Q4 		$752K Buy
41,220
+940
+2% +$16.3K 0.03% 480
2023
Q3 		$664K Buy
40,280
+13,765
+52% +$240K 0.03% 452
2023
Q2 		$477K Buy
26,515
+1,080
+4% +$20.3K 0.02% 509
2023
Q1 		$461K Buy
25,435
+130
+0.5% +$2.25K 0.03% 487
2022
Q4 		$386K Buy
25,305
+2,080
+9% +$31.1K 0.03% 504
2022
Q3 		$298K Buy
23,225
+215
+0.9% +$3.44K 0.02% 528
2022
Q2 		$376K Buy
23,010
+555
+2% +$9.8K 0.03% 474
2022
Q1 		$461K Sell
22,455
-1,395
-6% -$30.3K 0.03% 452
2021
Q4 		$603K Buy
23,850
+35
+0.1% +$833 0.04% 383
2021
Q3 		$527K Buy
23,815
+1,205
+5% +$25.2K 0.04% 436
2021
Q2 		$440K Sell
22,610
-1,300
-5% -$26.3K 0.03% 461
2021
Q1 		$507K Buy
23,910
+965
+4% +$20.4K 0.05% 383
2020
Q4 		$464K Buy
22,945
+1,980
+9% +$34.4K 0.04% 379
2020
Q3 		$322K Buy
20,965
+1,090
+5% +$17K 0.04% 411
2020
Q2 		$275K Buy
19,875
+1,480
+8% +$19.2K 0.04% 400
2020
Q1 		$218K Sell
18,395
-1,985
-10% -$26K 0.04% 391
2019
Q4 		$277K Buy
20,380
+365
+2% +$4.55K 0.04% 428
2019
Q3 		$237K Sell
20,015
-170
-0.8% -$1.92K 0.04% 427
2019
Q2 		$211K Buy
+20,185
New +$198K 0.03% 443
2014
Q4 		– Sell
-302,825
Closed -$1.09M – 212
2014
Q3 		$1.09M Buy
+302,825
New +$1.09M 0.59% 46

Other funds holding SONY

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
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $206M AUM 52.54% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Dynamic Advisor Solutions's SONY Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Sony (SONY) in Q3 2026: 22,979 shares worth $541K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in SONY as recently as Q4 2025.

Dynamic Advisor Solutions first reported a position in SONY in Q3 2014 and has held it in 27 quarters since. The position peaked at $1.09M in Q3 2014. 113 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Dynamic Advisor Solutions held 22,979 shares of Sony worth $541K as of Q3 2026.
  • Sony was a new Dynamic Advisor Solutions position in Q3 2026.
  • Sony made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #644 holding.
  • Dynamic Advisor Solutions first reported a position in Sony in Q3 2014 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's Sony position peaked at $1.09M in Q3 2014.
  • 113 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.