Freestone Capital Holdings
SONY icon

Freestone Capital Holdings’s Sony SONY Stock Holding History

Freestone Capital Holdings’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 		$255K Buy
+10,843
New +$249K 0.01% 464
2022
Q3 		– Sell
-14,365
Closed -$235K – 432
2022
Q2 		$235K Sell
14,365
-49,465
-77% -$876K 0.01% 367
2022
Q1 		$1.31M Buy
63,830
+31,480
+97% +$684K 0.05% 225
2021
Q4 		$818K Buy
32,350
+11,195
+53% +$267K 0.03% 254
2021
Q3 		$468K Buy
21,155
+3,610
+21% +$75.6K 0.02% 288
2021
Q2 		$341K Buy
17,545
+1,440
+9% +$29.2K 0.02% 321
2021
Q1 		$341K Sell
16,105
-3,150
-16% -$66.5K 0.02% 307
2020
Q4 		$389K Sell
19,255
-6,850
-26% -$119K 0.02% 266
2020
Q3 		$401K Sell
26,105
-2,685
-9% -$41.8K 0.03% 248
2020
Q2 		$398K Sell
28,790
-47,775
-62% -$621K ﹤0.01% 249
2020
Q1 		$906K Sell
76,565
-205,450
-73% -$2.69M 0.02% 202
2019
Q4 		$3.84M Sell
282,015
-134,760
-32% -$1.68M 0.08% 116
2019
Q3 		$4.93M Sell
416,775
-170,550
-29% -$1.93M 0.12% 75
2019
Q2 		$6.15M Sell
587,325
-168,920
-22% -$1.66M 0.16% 69
2019
Q1 		$6.39M Buy
756,245
+114,580
+18% +$1.07M 0.38% 76
2018
Q4 		$6.2M Sell
641,665
-63,050
-9% -$667K 0.42% 71
2018
Q3 		$8.55M Buy
704,715
+42,075
+6% +$463K 0.05% 61
2018
Q2 		$6.79M Sell
662,640
-93,790
-12% -$912K 0.04% 78
2018
Q1 		$7.31M Sell
756,430
-35,715
-5% -$352K 0.43% 62
2017
Q4 		$7.12M Buy
792,145
+214,595
+37% +$1.84M 0.49% 55
2017
Q3 		$4.31M Buy
577,550
+514,165
+811% +$4.03M 0.31% 102
2017
Q2 		$484K Buy
63,385
+3,165
+5% +$22.5K 0.04% 258
2017
Q1 		$406K Buy
60,220
+480
+0.8% +$2.99K 0.03% 291
2016
Q4 		$335K Buy
59,740
+2,885
+5% +$17.5K 0.03% 292
2016
Q3 		$378K Sell
56,855
-855
-1% -$5.48K 0.03% 289
2016
Q2 		$339K Sell
57,710
-1,205
-2% -$6.46K 0.03% 281
2016
Q1 		$303K Buy
58,915
+3,480
+6% +$16K 0.03% 283
2015
Q4 		$273K Buy
+55,435
New +$294K 0.03% 309

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Contrarius Group Holdings
Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

Freestone Capital Holdings's SONY Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in Sony (SONY) in Q3 2026: 10,843 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in SONY as recently as Q2 2022.

Freestone Capital Holdings first reported a position in SONY in Q4 2015 and has held it in 28 quarters since. The position peaked at $8.55M in Q3 2018. 453 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Freestone Capital Holdings held 10,843 shares of Sony worth $255K as of Q3 2026.
  • Sony was a new Freestone Capital Holdings position in Q3 2026.
  • Sony made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #464 holding.
  • Freestone Capital Holdings first reported a position in Sony in Q4 2015 and has held it in 28 quarters since.
  • Freestone Capital Holdings's Sony position peaked at $8.55M in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.