Key Financial Inc’s Sony SONY Stock Holding History

Key Financial Inc’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 Q1	$515K	Buy	24,867 +602	+2%	+$13.5K	0.09%	176
2025 Q4	$621K	Sell	24,265 -197	-0.8%	-$5.53K	0.11%	148
2025 Q3	$703K	Hold	24,462	–	–	0.13%	137
2025 Q2	$637K	Hold	24,462	–	–	0.13%	136
2025 Q1	$621K	Hold	24,462	–	–	0.14%	133
2024 Q4	$518K	Buy	24,462 +197	+0.8%	+$3.84K	0.12%	149
2024 Q3	$469K	Hold	24,265	–	–	0.1%	160
2024 Q2	$412K	Hold	24,265	–	–	0.1%	158
2024 Q1	$416K	Sell	24,265 -2,340	-9%	-$43K	0.11%	155
2023 Q4	$504K	Hold	26,605	–	–	0.14%	122
2023 Q3	$439K	Hold	26,605	–	–	0.15%	117
2023 Q2	$479K	Sell	26,605 -220	-0.8%	-$4.13K	0.16%	116
2023 Q1	$486K	Buy	26,825 +26,000	+3,152%	+$451K	0.18%	105
2022 Q4	$10.6K	Hold	825	–	–	0.01%	619
2022 Q3	$11K	Hold	825	–	–	0.01%	616
2022 Q2	$13K	Buy	825 +520	+170%	+$9.21K	0.01%	576
2022 Q1	$6K	Hold	305	–	–	﹤0.01%	765
2021 Q4	$8K	Hold	305	–	–	﹤0.01%	637
2021 Q3	$7K	Hold	305	–	–	﹤0.01%	660
2021 Q2	$6K	Hold	305	–	–	﹤0.01%	667
2021 Q1	$6K	Buy	+305	New	+$6.44K	﹤0.01%	577

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Key Financial Inc's SONY Position: Q1 2026 in Review

Key Financial Inc increased its Sony (SONY) stake by 2.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 24,867 shares worth $515K. The position accounts for 0.09% of the portfolio, ranked #176.

Key Financial Inc first reported a position in SONY in Q1 2021 and has held it in 21 quarters since. The position peaked at $703K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Key Financial Inc held 24,867 shares of Sony worth $515K as of Q1 2026.
Key Financial Inc bought 602 Sony shares in Q1 2026, an estimated $13.5K.
Sony made up 0.09% of Key Financial Inc's portfolio in Q1 2026, its #176 holding.
Key Financial Inc first reported a position in Sony in Q1 2021 and has held it in 21 quarters since.
Key Financial Inc's Sony position peaked at $703K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.