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IFP Advisors’s Sony SONY Stock Holding History

IFP 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
2018
Q1 		– Sell
-7,500
Closed -$67K – 3826
2017
Q4 		$67K Buy
+7,500
New +$64.4K ﹤0.01% 1647

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

IFP Advisors's SONY Position: Q2 2026 in Review

IFP Advisors reduced its Sony (SONY) stake by 2.7% in Q2 2026, selling an estimated $3.96K and leaving 6,720 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

IFP Advisors first reported a position in SONY in Q4 2015 and has held it in 42 quarters since. The position peaked at $422K in Q3 2018. 190 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • IFP Advisors held 6,720 shares of Sony worth $135K as of Q2 2026.
  • IFP Advisors sold 188 Sony shares in Q2 2026, an estimated $3.96K.
  • Sony made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1774 holding.
  • IFP Advisors first reported a position in Sony in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Sony position peaked at $422K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.