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Financial Counselors Inc’s Sony SONY Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-12,527
Closed -$318K – 451
2025
Q1 		$318K Buy
12,527
+1,745
+16% +$40.3K ﹤0.01% 488
2024
Q4 		$228K Buy
10,782
+287
+3% +$5.59K ﹤0.01% 549
2024
Q3 		$203K Buy
+10,495
New +$191K ﹤0.01% 572
2024
Q2 		– Sell
-12,425
Closed -$213K – 582
2024
Q1 		$213K Sell
12,425
-1,185
-9% -$21.8K ﹤0.01% 546
2023
Q4 		$258K Buy
13,610
+805
+6% +$14K ﹤0.01% 521
2023
Q3 		$211K Buy
12,805
+875
+7% +$15.3K ﹤0.01% 531
2023
Q2 		$215K Buy
+11,930
New +$224K ﹤0.01% 479
2022
Q2 		– Sell
-19,095
Closed -$392K – 534
2022
Q1 		$392K Sell
19,095
-875
-4% -$19K 0.01% 389
2021
Q4 		$505K Buy
19,970
+1,075
+6% +$25.6K 0.01% 362
2021
Q3 		$418K Buy
18,895
+220
+1% +$4.61K 0.01% 393
2021
Q2 		$363K Sell
18,675
-435
-2% -$8.81K 0.01% 407
2021
Q1 		$405K Buy
19,110
+265
+1% +$5.6K 0.01% 388
2020
Q4 		$381K Buy
+18,845
New +$328K 0.01% 398
2016
Q2 		$658K Sell
112,075
-500
-0.4% -$2.68K 0.04% 295
2016
Q1 		$579K Hold
112,575
– – 0.04% 299
2015
Q4 		$554K Sell
112,575
-2,975
-3% -$15.8K 0.04% 297
2015
Q3 		$566K Hold
115,550
– – 0.04% 294
2015
Q2 		$656K Sell
115,550
-22,460
-16% -$138K 0.04% 293
2015
Q1 		$739K Sell
138,010
-950
-0.7% -$4.8K 0.05% 291
2014
Q4 		$569K Sell
138,960
-1,875
-1% -$7.39K 0.04% 303
2014
Q3 		$508K Sell
140,835
-2,500
-2% -$9K 0.04% 323
2014
Q2 		$481K Sell
143,335
-5,525
-4% -$19.1K 0.03% 320
2014
Q1 		$569K Sell
148,860
-4,750
-3% -$16.4K 0.04% 303
2013
Q4 		$531K Sell
153,610
-1,575
-1% -$5.82K 0.04% 298
2013
Q3 		$668K Sell
155,185
-1,125
-0.7% -$4.77K 0.06% 268
2013
Q2 		$662K Buy
+156,310
New +$587K 0.06% 254

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 $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Counselors Inc's SONY Position: Q2 2025 in Review

Financial Counselors Inc sold out of Sony (SONY) in Q2 2025, closing a stake of 12,527 shares — an estimated $318K sold.

Financial Counselors Inc first reported a position in SONY in Q2 2013 and held it in 26 quarters. The position peaked at $739K in Q1 2015. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Financial Counselors Inc reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 12,527 Sony shares in Q2 2025, an estimated $318K.
  • Financial Counselors Inc first reported a position in Sony in Q2 2013 and held it in 26 quarters.
  • Financial Counselors Inc's Sony position peaked at $739K in Q1 2015.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.