Jacobi Capital Management’s Sony SONY Stock Holding History

Jacobi Capital 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	$217K	Buy	10,470 +360	+4%	+$8.07K	0.01%	604
2025 Q4	$259K	Hold	10,110	–	–	0.02%	556
2025 Q3	$291K	Hold	10,110	–	–	0.02%	524
2025 Q2	$263K	Buy	10,110 +360	+4%	+$9.01K	0.02%	529
2025 Q1	$248K	Hold	9,750	–	–	0.02%	518
2024 Q4	$206K	Buy	+9,750	New	+$190K	0.02%	553
2022 Q2	–	Sell	-9,750	Closed	-$200K	–	429
2022 Q1	$200K	Hold	9,750	–	–	0.02%	409
2021 Q4	$246K	Hold	9,750	–	–	0.03%	379
2021 Q3	$216K	Buy	+9,750	New	+$204K	0.03%	385

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jacobi Capital Management's SONY Position: Q1 2026 in Review

Jacobi Capital Management increased its Sony (SONY) stake by 3.6% in Q1 2026, buying an estimated $8.07K and bringing the position to 10,470 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #604.

Jacobi Capital Management first reported a position in SONY in Q3 2021 and has held it in 9 quarters since. The position peaked at $291K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Jacobi Capital Management held 10,470 shares of Sony worth $217K as of Q1 2026.
Jacobi Capital Management bought 360 Sony shares in Q1 2026, an estimated $8.07K.
Sony made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #604 holding.
Jacobi Capital Management first reported a position in Sony in Q3 2021 and has held it in 9 quarters since.
Jacobi Capital Management's Sony position peaked at $291K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.