BFC Planning, Inc.’s Sony SONY Stock Holding History

BFC Planning, 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
2026 Q3	$106K	Sell	4,507 -2,639	-37%	-$60.5K	﹤0.01%	1206
2026 Q2	$143K	Buy	7,146 +5,332	+294%	+$112K	0.01%	1079
2026 Q1	$37.6K	Sell	1,814 -4,779	-72%	-$107K	﹤0.01%	1457
2025 Q4	$169K	Buy	6,593 +4,688	+246%	+$132K	0.01%	933
2025 Q3	$54.8K	Sell	1,905 -253	-12%	-$6.8K	﹤0.01%	1152
2025 Q2	$56.2K	Buy	2,158 +487	+29%	+$12.2K	﹤0.01%	1079
2025 Q1	$42.4K	Sell	1,671 -114	-6%	-$2.63K	﹤0.01%	1168
2024 Q4	$37.8K	Sell	1,785 -15	-0.8%	-$292	﹤0.01%	1221
2024 Q3	$34.8K	Buy	+1,800	New	+$32.8K	﹤0.01%	1228

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BFC Planning, Inc.'s SONY Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Sony (SONY) stake by 37% in Q3 2026, selling an estimated $60.5K and leaving 4,507 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

BFC Planning, Inc. first reported a position in SONY in Q3 2024 and has held it in 9 quarters since. The position peaked at $169K in Q4 2025. 629 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

BFC Planning, Inc. held 4,507 shares of Sony worth $106K as of Q3 2026.
BFC Planning, Inc. sold 2,639 Sony shares in Q3 2026, an estimated $60.5K.
Sony made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1206 holding.
BFC Planning, Inc. first reported a position in Sony in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Sony position peaked at $169K in Q4 2025.
629 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.