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Klein Pavlis & Peasley Financial’s Sony SONY Stock Holding History

Klein Pavlis & Peasley Financial’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 		$2.14M Buy
106,737
+636
+0.6% +$13.4K 1.11% 34
2026
Q1 		$2.2M Buy
106,101
+22,182
+26% +$497K 1.21% 26
2025
Q4 		$2.15M Sell
83,919
-8,513
-9% -$239K 1.27% 25
2025
Q3 		$2.66M Buy
92,432
+48,632
+111% +$1.31M 1.63% 21
2025
Q2 		$1.14M Buy
+43,800
New +$1.1M 0.76% 41

Other funds holding SONY

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
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Klein Pavlis & Peasley Financial's SONY Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Sony (SONY) stake by 0.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 106,737 shares worth $2.14M. The position accounts for 1.11% of the portfolio, ranked #34.

Klein Pavlis & Peasley Financial first reported a position in SONY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q3 2025. 254 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 106,737 shares of Sony worth $2.14M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 636 Sony shares in Q2 2026, an estimated $13.4K.
  • Sony made up 1.11% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #34 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Sony in Q2 2025 and has held it in 5 quarters since.
  • Klein Pavlis & Peasley Financial's Sony position peaked at $2.66M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.