Jim Simons
SOTK icon

Jim Simons’s Sono-Tek SOTK Stock Holding History

Jim Simons’s Portfolio SOTK Stock Details SOTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
89,100
+26,161
+42% +$108K ﹤0.01% 2738
2025
Q4 		$260K Buy
62,939
+24,239
+63% +$101K ﹤0.01% 2813
2025
Q3 		$171K Buy
38,700
+7,700
+25% +$27.9K ﹤0.01% 3160
2025
Q2 		$116K Sell
31,000
-1,200
-4% -$4.55K ﹤0.01% 3277
2025
Q1 		$117K Sell
32,200
-1,300
-4% -$4.98K ﹤0.01% 3169
2024
Q4 		$134K Buy
33,500
+2,000
+6% +$8.84K ﹤0.01% 3239
2024
Q3 		$127K Buy
31,500
+700
+2% +$2.83K ﹤0.01% 3216
2024
Q2 		$119K Buy
30,800
+2,400
+8% +$10.8K ﹤0.01% 3153
2024
Q1 		$139K Buy
28,400
+16,300
+135% +$88.1K ﹤0.01% 3303
2023
Q4 		$65K Buy
+12,100
New +$62.1K ﹤0.01% 3403

Other funds holding SOTK

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Jim Simons's SOTK Position: Q1 2026 in Review

Jim Simons increased its Sono-Tek (SOTK) stake by 42% in Q1 2026, buying an estimated $108K and bringing the position to 89,100 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Jim Simons first reported a position in SOTK in Q4 2023 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold SOTK as of Q1 2026.

  • Jim Simons held 89,100 shares of Sono-Tek worth $362K as of Q1 2026.
  • Jim Simons bought 26,161 Sono-Tek shares in Q1 2026, an estimated $108K.
  • Sono-Tek made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2738 holding.
  • Jim Simons first reported a position in Sono-Tek in Q4 2023 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Sono-Tek as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.