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JNBA Financial Advisors’s Sony SONY Stock Holding History

JNBA Financial 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 		– Sell
-104
Closed -$2.15K – 888
2026
Q1 		$2.15K Hold
104
– – ﹤0.01% 723
2025
Q4 		$2.66K Buy
+104
New +$2.92K ﹤0.01% 647
2022
Q4 		– Sell
-100
Closed -$1K – 699
2022
Q3 		$1K Buy
+100
New +$1.6K ﹤0.01% 661
2019
Q3 		– Sell
-500
Closed -$5K – 688
2019
Q2 		$5K Buy
+500
New +$4.91K ﹤0.01% 520
2016
Q4 		– Sell
-19,295
Closed -$128K – 1212
2016
Q3 		$128K Buy
+19,295
New +$124K 0.02% 305

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JNBA Financial Advisors's SONY Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 104 shares — an estimated $2.15K sold.

JNBA Financial Advisors first reported a position in SONY in Q3 2016 and held it in 5 quarters. The position peaked at $128K in Q3 2016. 281 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 104 Sony shares in Q2 2026, an estimated $2.15K.
  • JNBA Financial Advisors first reported a position in Sony in Q3 2016 and held it in 5 quarters.
  • JNBA Financial Advisors's Sony position peaked at $128K in Q3 2016.
  • 281 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.