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Financial Advocates Investment Management’s Sony SONY Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-12,347
Closed -$321K – 513
2025
Q2 		$321K Sell
12,347
-4,571
-27% -$114K 0.03% 479
2025
Q1 		$430K Sell
16,918
-2,693
-14% -$62.2K 0.03% 459
2024
Q4 		$415K Buy
19,611
+2,566
+15% +$50K 0.02% 509
2024
Q3 		$329K Buy
17,045
+805
+5% +$14.7K 0.02% 578
2024
Q2 		$276K Buy
16,240
+970
+6% +$16K 0.02% 594
2024
Q1 		$262K Sell
15,270
-690
-4% -$12.7K 0.02% 638
2023
Q4 		$302K Buy
15,960
+1,060
+7% +$18.4K 0.02% 552
2023
Q3 		$246K Buy
14,900
+1,230
+9% +$21.5K 0.02% 588
2023
Q2 		$246K Sell
13,670
-1,065
-7% -$20K 0.02% 579
2023
Q1 		$267K Buy
+14,735
New +$255K 0.02% 589

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's SONY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Sony (SONY) in Q3 2025, closing a stake of 12,347 shares — an estimated $321K sold.

Financial Advocates Investment Management first reported a position in SONY in Q1 2023 and held it in 10 quarters. The position peaked at $430K in Q1 2025. 787 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,347 Sony shares in Q3 2025, an estimated $321K.
  • Financial Advocates Investment Management first reported a position in Sony in Q1 2023 and held it in 10 quarters.
  • Financial Advocates Investment Management's Sony position peaked at $430K in Q1 2025.
  • 787 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.