Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Sony SONY Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-37
Closed -$753 – 650
2026
Q2 		$753 Buy
+37
New +$780 ﹤0.01% 476
2025
Q2 		– Sell
-10
Closed -$254 – 603
2025
Q1 		$254 Buy
+10
New +$231 ﹤0.01% 575

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Halbert Hargrove Global Advisors's SONY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Sony (SONY) in Q3 2026, closing a stake of 37 shares — an estimated $753 sold.

Halbert Hargrove Global Advisors first reported a position in SONY in Q1 2025 and held it in 2 quarters. The position peaked at $753 in Q2 2026. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Sony position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 37 Sony shares in Q3 2026, an estimated $753.
  • Halbert Hargrove Global Advisors first reported a position in Sony in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Sony position peaked at $753 in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.