IFS Advisors’s Sony SONY Stock Holding History

IFS 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	$13.9K	Hold	590	–	–	﹤0.01%	287
2026 Q2	$11.8K	Hold	590	–	–	0.01%	117
2026 Q1	$12.2K	Hold	590	–	–	0.01%	115
2025 Q4	$15.1K	Hold	590	–	–	0.01%	81
2025 Q3	$17K	Hold	590	–	–	0.01%	70
2025 Q2	$15.4K	Hold	590	–	–	0.01%	67
2025 Q1	$15K	Hold	590	–	–	0.01%	78
2024 Q4	$12.5K	Hold	590	–	–	0.01%	76
2024 Q3	$11.4K	Hold	590	–	–	0.01%	63
2024 Q2	$10K	Hold	590	–	–	0.01%	67
2024 Q1	$10.1K	Hold	590	–	–	0.01%	67
2023 Q4	$11.2K	Hold	590	–	–	0.01%	54
2023 Q3	$9.7K	Hold	590	–	–	0.02%	60
2023 Q2	$10.6K	Hold	590	–	–	0.03%	57
2023 Q1	$10.7K	Hold	590	–	–	0.04%	47
2022 Q4	$9K	Hold	590	–	–	0.02%	59
2022 Q3	$7K	Hold	590	–	–	0.01%	58
2022 Q2	$9K	Hold	590	–	–	0.02%	51
2022 Q1	$12K	Hold	590	–	–	0.01%	55
2021 Q4	$14K	Buy	+590	New	+$14K	0.01%	62
2021 Q1	–	Sell	-590	Closed	-$11K	–	126
2020 Q4	$11K	Buy	+590	New	+$10.3K	0.01%	101

Other funds holding SONY

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

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

IFS Advisors's SONY Position: Q3 2026 in Review

IFS Advisors held its Sony (SONY) position steady in Q3 2026 at 590 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

IFS Advisors first reported a position in SONY in Q4 2020 and has held it in 21 quarters since. The position peaked at $17K in Q3 2025. 249 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

IFS Advisors held 590 shares of Sony worth $13.9K as of Q3 2026.
IFS Advisors left its Sony share count unchanged in Q3 2026.
Sony made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #287 holding.
IFS Advisors first reported a position in Sony in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Sony position peaked at $17K in Q3 2025.
249 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.