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Grove Bank & Trust’s Sony SONY Stock Holding History

Grove Bank & Trust’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 		$88.9K Sell
3,780
-708
-16% -$16.2K 0.01% 370
2026
Q2 		$90K Buy
4,488
+916
+26% +$19.3K 0.01% 359
2026
Q1 		$73.9K Sell
3,572
-2,456
-41% -$55K 0.01% 375
2025
Q4 		$154K Sell
6,028
-119
-2% -$3.34K 0.02% 288
2025
Q3 		$177K Sell
6,147
-666
-10% -$17.9K 0.02% 261
2025
Q2 		$177K Buy
6,813
+100
+1% +$2.5K 0.02% 264
2025
Q1 		$170K Sell
6,713
-257
-4% -$5.94K 0.02% 256
2024
Q4 		$147K Sell
6,970
-655
-9% -$12.8K 0.02% 251
2024
Q3 		$147K Buy
7,625
+930
+14% +$17K 0.02% 254
2024
Q2 		$114K Sell
6,695
-100
-1% -$1.65K 0.02% 270
2024
Q1 		$117K Buy
6,795
+80
+1% +$1.47K 0.02% 278
2023
Q4 		$127K Sell
6,715
-15
-0.2% -$260 0.02% 261
2023
Q3 		$111K Sell
6,730
-490
-7% -$8.55K 0.02% 273
2023
Q2 		$130K Buy
7,220
+50
+0.7% +$938 0.03% 260
2023
Q1 		$130K Buy
7,170
+260
+4% +$4.51K 0.03% 260
2022
Q4 		$105K Buy
+6,910
New +$103K 0.02% 281
2018
Q1 		– Sell
-2,500
Closed -$22K – 412
2017
Q4 		$22K Sell
2,500
-6,000
-71% -$51.5K 0.01% 373
2017
Q3 		$63K Sell
8,500
-1,050
-11% -$8.22K 0.03% 278
2017
Q2 		$73K Buy
9,550
+7,750
+431% +$55K 0.05% 207
2017
Q1 		$12K Buy
+1,800
New +$11.2K 0.01% 331
2016
Q4 		– Sell
-9,845
Closed -$65K – 589
2016
Q3 		$65K Hold
9,845
– – 0.06% 138
2016
Q2 		$58K Hold
9,845
– – 0.05% 145
2016
Q1 		$51K Buy
9,845
+675
+7% +$3.1K 0.05% 159
2015
Q4 		$45K Buy
+9,170
New +$48.6K 0.04% 183

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Grove Bank & Trust's SONY Position: Q3 2026 in Review

Grove Bank & Trust reduced its Sony (SONY) stake by 16% in Q3 2026, selling an estimated $16.2K and leaving 3,780 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #370.

Grove Bank & Trust first reported a position in SONY in Q4 2015 and has held it in 24 quarters since. The position peaked at $177K in Q2 2025. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Grove Bank & Trust held 3,780 shares of Sony worth $88.9K as of Q3 2026.
  • Grove Bank & Trust sold 708 Sony shares in Q3 2026, an estimated $16.2K.
  • Sony made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #370 holding.
  • Grove Bank & Trust first reported a position in Sony in Q4 2015 and has held it in 24 quarters since.
  • Grove Bank & Trust's Sony position peaked at $177K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.