Jones Financial Companies
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Jones Financial Companies’s Sony SONY Stock Holding History

Jones Financial Companies’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 		$93.9M Buy
4,762,172
+176,607
+4% +$3.72M 0.04% 258
2026
Q1 		$91.3M Buy
4,585,565
+4,500,336
+5,280% +$101M 0.04% 215
2025
Q4 		$2.18M Buy
85,229
+15,066
+21% +$423K ﹤0.01% 907
2025
Q3 		$2.09M Buy
70,163
+14,369
+26% +$386K ﹤0.01% 839
2025
Q2 		$1.47M Buy
55,794
+20,177
+57% +$505K ﹤0.01% 853
2025
Q1 		$894K Buy
35,617
+5,118
+17% +$118K ﹤0.01% 903
2024
Q4 		$645K Sell
30,499
-9,281
-23% -$181K ﹤0.01% 888
2024
Q3 		$765K Buy
39,780
+18,830
+90% +$343K ﹤0.01% 682
2024
Q2 		$356K Buy
20,950
+20,705
+8,451% +$342K ﹤0.01% 653
2024
Q1 		$4.2K Sell
245
-100
-29% -$1.84K ﹤0.01% 1186
2023
Q4 		$6.53K Buy
345
+305
+763% +$5.29K ﹤0.01% 731
2023
Q3 		$659 Buy
+40
New +$698 ﹤0.01% 657

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

Jones Financial Companies's SONY Position: Q2 2026 in Review

Jones Financial Companies increased its Sony (SONY) stake by 3.9% in Q2 2026, buying an estimated $3.72M and bringing the position to 4,762,172 shares worth $93.9M. The position accounts for 0.04% of the portfolio, ranked #258.

Jones Financial Companies first reported a position in SONY in Q3 2023 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Jones Financial Companies held 4,762,172 shares of Sony worth $93.9M as of Q2 2026.
  • Jones Financial Companies bought 176,607 Sony shares in Q2 2026, an estimated $3.72M.
  • Sony made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #258 holding.
  • Jones Financial Companies first reported a position in Sony in Q3 2023 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.