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Farther Finance Advisors’s Sony SONY Stock Holding History

Farther Finance 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
Q3 		$1.34M Buy
57,134
+6,286
+12% +$144K 0.01% 980
2026
Q2 		$1.02M Buy
50,848
+364
+0.7% +$7.67K 0.01% 1096
2026
Q1 		$1.07M Buy
50,484
+17,945
+55% +$402K 0.01% 923
2025
Q4 		$833K Buy
32,539
+15,631
+92% +$439K 0.01% 992
2025
Q3 		$487K Buy
16,908
+2,379
+16% +$64K 0.01% 1080
2025
Q2 		$378K Buy
14,529
+3,048
+27% +$76.3K 0.01% 1054
2025
Q1 		$289K Sell
11,481
-363
-3% -$8.39K 0.01% 1051
2024
Q4 		$251K Sell
11,844
-8,511
-42% -$166K 0.01% 887
2024
Q3 		$393K Buy
20,355
+1,540
+8% +$28.1K 0.01% 692
2024
Q2 		$321K Buy
18,815
+285
+2% +$4.71K 0.02% 646
2024
Q1 		$319K Buy
18,530
+1,495
+9% +$27.5K 0.02% 524
2023
Q4 		$323K Buy
17,035
+15,965
+1,492% +$277K 0.02% 428
2023
Q3 		$17.6K Sell
1,070
-235
-18% -$4.1K ﹤0.01% 1120
2023
Q2 		$23.5K Buy
1,305
+90
+7% +$1.69K 0.01% 953
2023
Q1 		$22K Buy
1,215
+935
+334% +$16.2K 0.01% 871
2022
Q4 		$4.27K Buy
+280
New +$4.18K ﹤0.01% 1224

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
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
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
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

Farther Finance Advisors's SONY Position: Q3 2026 in Review

Farther Finance Advisors increased its Sony (SONY) stake by 12% in Q3 2026, buying an estimated $144K and bringing the position to 57,134 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #980.

Farther Finance Advisors first reported a position in SONY in Q4 2022 and has held it in 16 quarters since. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Farther Finance Advisors held 57,134 shares of Sony worth $1.34M as of Q3 2026.
  • Farther Finance Advisors bought 6,286 Sony shares in Q3 2026, an estimated $144K.
  • Sony made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #980 holding.
  • Farther Finance Advisors first reported a position in Sony in Q4 2022 and has held it in 16 quarters since.
  • 33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.