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JFS Wealth Advisors’s Sony SONY Stock Holding History

JFS Wealth 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
Q2 		$30.3K Hold
1,510
– – ﹤0.01% 656
2026
Q1 		$31.3K Sell
1,510
-1,210
-44% -$27.1K ﹤0.01% 625
2025
Q4 		$69.6K Hold
2,720
– – ﹤0.01% 462
2025
Q3 		$78.3K Hold
2,720
– – ﹤0.01% 439
2025
Q2 		$70.8K Hold
2,720
– – ﹤0.01% 418
2025
Q1 		$69.1K Hold
2,720
– – ﹤0.01% 418
2024
Q4 		$57.6K Hold
2,720
– – ﹤0.01% 436
2024
Q3 		$52.5K Hold
2,720
– – ﹤0.01% 461
2024
Q2 		$46.2K Hold
2,720
– – ﹤0.01% 430
2024
Q1 		$46.6K Hold
2,720
– – ﹤0.01% 436
2023
Q4 		$51.5K Buy
2,720
+540
+25% +$9.37K ﹤0.01% 398
2023
Q3 		$35.9K Sell
2,180
-485
-18% -$8.46K ﹤0.01% 418
2023
Q2 		$48K Buy
2,665
+485
+22% +$9.1K ﹤0.01% 375
2023
Q1 		$39.5K Buy
2,180
+70
+3% +$1.21K ﹤0.01% 404
2022
Q4 		$32.2K Buy
2,110
+1,135
+116% +$17K ﹤0.01% 435
2022
Q3 		$12K Sell
975
-2,465
-72% -$39.5K ﹤0.01% 686
2022
Q2 		$56K Sell
3,440
-145
-4% -$2.57K 0.01% 376
2022
Q1 		$74K Sell
3,585
-750
-17% -$16.3K 0.01% 345
2021
Q4 		$110K Hold
4,335
– – 0.01% 292
2021
Q3 		$96K Buy
4,335
+4,085
+1,634% +$85.5K 0.01% 318
2021
Q2 		$5K Buy
+250
New +$5.07K ﹤0.01% 497

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

JFS Wealth Advisors's SONY Position: Q2 2026 in Review

JFS Wealth Advisors held its Sony (SONY) position steady in Q2 2026 at 1,510 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

JFS Wealth Advisors first reported a position in SONY in Q2 2021 and has held it in 21 quarters since. The position peaked at $110K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • JFS Wealth Advisors held 1,510 shares of Sony worth $30.3K as of Q2 2026.
  • JFS Wealth Advisors left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #656 holding.
  • JFS Wealth Advisors first reported a position in Sony in Q2 2021 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Sony position peaked at $110K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.