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Independence Bank of Kentucky’s Sony SONY Stock Holding History

Independence Bank of Kentucky’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
Q2 		– Sell
-5,000
Closed -$104K – 620
2026
Q1 		$104K Buy
5,000
+4,749
+1,892% +$106K 0.01% 345
2025
Q4 		$6.43K Buy
+251
New +$7.05K ﹤0.01% 566
2025
Q1 		– Sell
-325
Closed -$6.88K – 630
2024
Q4 		$6.88K Buy
+325
New +$6.33K ﹤0.01% 548

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independence Bank of Kentucky's SONY Position: Q2 2026 in Review

Independence Bank of Kentucky sold out of Sony (SONY) in Q2 2026, closing a stake of 5,000 shares — an estimated $104K sold.

Independence Bank of Kentucky first reported a position in SONY in Q4 2024 and held it in 3 quarters. The position peaked at $104K in Q1 2026. 406 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Independence Bank of Kentucky reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 5,000 Sony shares in Q2 2026, an estimated $104K.
  • Independence Bank of Kentucky first reported a position in Sony in Q4 2024 and held it in 3 quarters.
  • Independence Bank of Kentucky's Sony position peaked at $104K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.