Kestra Advisory Services
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Kestra Advisory Services’s Sony SONY Stock Holding History

Kestra Advisory Services’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
Q3 		$2.24M Buy
95,245
+23,170
+32% +$531K 0.01% 1376
2026
Q2 		$1.45M Sell
72,075
-82,822
-53% -$1.75M ﹤0.01% 1567
2026
Q1 		$3.21M Sell
154,897
-23,516
-13% -$527K 0.01% 1023
2025
Q4 		$4.57M Buy
178,413
+3,613
+2% +$101K 0.02% 785
2025
Q3 		$5.03M Sell
174,800
-2,639
-1% -$71K 0.02% 679
2025
Q2 		$4.62M Buy
177,439
+3,294
+2% +$82.4K 0.02% 673
2025
Q1 		$4.42M Sell
174,145
-8,610
-5% -$199K 0.02% 625
2024
Q4 		$3.87M Sell
182,755
-1,675
-0.9% -$32.6K 0.02% 679
2024
Q3 		$3.56M Sell
184,430
-8,830
-5% -$161K 0.02% 699
2024
Q2 		$3.26M Buy
193,260
+130
+0.1% +$2.15K 0.02% 748
2024
Q1 		$3.31M Buy
193,130
+4,395
+2% +$80.8K 0.02% 671
2023
Q4 		$3.57M Buy
188,735
+10,750
+6% +$186K 0.03% 567
2023
Q3 		$2.93M Buy
177,985
+8,005
+5% +$140K 0.03% 556
2023
Q2 		$3.06M Sell
169,980
-16,140
-9% -$303K 0.03% 538
2023
Q1 		$3.37M Sell
186,120
-33,040
-15% -$573K 0.04% 470
2022
Q4 		$3.34M Sell
219,160
-16,165
-7% -$241K 0.03% 557
2022
Q3 		$3.02M Sell
235,325
-805
-0.3% -$12.9K 0.03% 521
2022
Q2 		$3.86M Buy
236,130
+9,630
+4% +$171K 0.04% 433
2022
Q1 		$4.65M Buy
226,500
+11,930
+6% +$259K 0.05% 390
2021
Q4 		$5.42M Buy
214,570
+10,065
+5% +$240K 0.05% 345
2021
Q3 		$4.52M Buy
204,505
+41,645
+26% +$872K 0.05% 426
2021
Q2 		$3.17M Buy
162,860
+8,385
+5% +$170K 0.04% 501
2021
Q1 		$3.28M Buy
154,475
+43,045
+39% +$909K 0.04% 442
2020
Q4 		$2.25M Buy
111,430
+35,345
+46% +$615K 0.03% 561
2020
Q3 		$1.34M Buy
+76,085
New +$1.18M 0.03% 542

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kestra Advisory Services's SONY Position: Q3 2026 in Review

Kestra Advisory Services increased its Sony (SONY) stake by 32% in Q3 2026, buying an estimated $531K and bringing the position to 95,245 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #1376.

Kestra Advisory Services first reported a position in SONY in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.42M in Q4 2021. 276 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Kestra Advisory Services held 95,245 shares of Sony worth $2.24M as of Q3 2026.
  • Kestra Advisory Services bought 23,170 Sony shares in Q3 2026, an estimated $531K.
  • Sony made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1376 holding.
  • Kestra Advisory Services first reported a position in Sony in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Sony position peaked at $5.42M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.