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J. Safra Asset Management’s Sony SONY Stock Holding History

J. Safra Asset Management’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
Q1 		$12.6K Hold
609
– – ﹤0.01% 353
2025
Q4 		$15.6K Buy
+609
New +$17.1K ﹤0.01% 332
2016
Q3 		– Sell
-21,650
Closed -$127K – 224
2016
Q2 		$127K Buy
+21,650
New +$116K 0.21% 46

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

J. Safra Asset Management's SONY Position: Q1 2026 in Review

J. Safra Asset Management held its Sony (SONY) position steady in Q1 2026 at 609 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

J. Safra Asset Management first reported a position in SONY in Q2 2016 and has held it in 3 quarters since. The position peaked at $127K in Q2 2016. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • J. Safra Asset Management held 609 shares of Sony worth $12.6K as of Q1 2026.
  • J. Safra Asset Management left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #353 holding.
  • J. Safra Asset Management first reported a position in Sony in Q2 2016 and has held it in 3 quarters since.
  • J. Safra Asset Management's Sony position peaked at $127K in Q2 2016.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.