Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Sony SONY Stock Holding History

Fifth Third Wealth 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 		$279K Buy
11,837
+344
+3% +$7.88K 0.01% 813
2026
Q2 		$231K Sell
11,493
-35
-0.3% -$738 0.01% 854
2026
Q1 		$239K Buy
11,528
+2,732
+31% +$61.2K 0.01% 701
2025
Q4 		$225K Buy
8,796
+138
+2% +$3.87K 0.01% 704
2025
Q3 		$249K Sell
8,658
-1,092
-11% -$29.4K 0.01% 636
2025
Q2 		$254K Buy
9,750
+1,304
+15% +$32.6K 0.01% 599
2025
Q1 		$214K Buy
+8,446
New +$195K 0.01% 644

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
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

Fifth Third Wealth Advisors's SONY Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Sony (SONY) stake by 3% in Q3 2026, buying an estimated $7.88K and bringing the position to 11,837 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #813.

Fifth Third Wealth Advisors first reported a position in SONY in Q1 2025 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Fifth Third Wealth Advisors held 11,837 shares of Sony worth $279K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 344 Sony shares in Q3 2026, an estimated $7.88K.
  • Sony made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #813 holding.
  • Fifth Third Wealth Advisors first reported a position in Sony in Q1 2025 and has held it in 7 quarters since.
  • 402 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.