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Kerr Financial Planning’s Sony SONY Stock Holding History

Kerr Financial Planning’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 		$1.81K Hold
90
– – ﹤0.01% 470
2026
Q1 		$1.79K Hold
90
– – ﹤0.01% 459
2025
Q4 		$1.92K Sell
90
-358
-80% -$10.1K ﹤0.01% 451
2025
Q3 		$13.2K Buy
+448
New +$12K 0.02% 315

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

Kerr Financial Planning's SONY Position: Q2 2026 in Review

Kerr Financial Planning held its Sony (SONY) position steady in Q2 2026 at 90 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Kerr Financial Planning first reported a position in SONY in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Kerr Financial Planning held 90 shares of Sony worth $1.81K as of Q2 2026.
  • Kerr Financial Planning left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #470 holding.
  • Kerr Financial Planning first reported a position in Sony in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Sony position peaked at $13.2K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.