Mackenzie Financial’s Sony SONY Stock Holding History

Mackenzie 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	$9.61M	Buy	478,894 +298,221	+165%	+$6.29M	0.01%	655
2026 Q1	$3.74M	Sell	180,673 -294,278	-62%	-$6.59M	﹤0.01%	764
2025 Q4	$12.2M	Buy	474,951 +2,282	+0.5%	+$64.1K	0.01%	466
2025 Q3	$13.6M	Sell	472,669 -40,083	-8%	-$1.08M	0.02%	450
2025 Q2	$13.3M	Buy	512,752 +31,371	+7%	+$785K	0.02%	438
2025 Q1	$12.2M	Buy	481,381 +112,746	+31%	+$2.61M	0.02%	426
2024 Q4	$9.11M	Buy	+368,635	New	+$7.18M	0.01%	483
2020 Q1	–	Sell	-18,500	Closed	-$252K	–	1168
2019 Q4	$252K	Buy	+18,500	New	+$231K	﹤0.01%	987

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Mackenzie Financial's SONY Position: Q2 2026 in Review

Mackenzie Financial increased its Sony (SONY) stake by 165% in Q2 2026, buying an estimated $6.29M and bringing the position to 478,894 shares worth $9.61M. The position accounts for 0.01% of the portfolio, ranked #655.

Mackenzie Financial first reported a position in SONY in Q4 2019 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Mackenzie Financial held 478,894 shares of Sony worth $9.61M as of Q2 2026.
Mackenzie Financial bought 298,221 Sony shares in Q2 2026, an estimated $6.29M.
Sony made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #655 holding.
Mackenzie Financial first reported a position in Sony in Q4 2019 and has held it in 8 quarters since.
Mackenzie Financial's Sony position peaked at $13.6M in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.