Mather Group’s Sony SONY Stock Holding History

Mather Group’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	$117K	Buy	5,828 +75	+1%	+$1.58K	﹤0.01%	902
2026 Q1	$119K	Buy	+5,753	New	+$129K	﹤0.01%	853
2025 Q4	–	Sell	-7,272	Closed	-$209K	–	1506
2025 Q3	$209K	Buy	+7,272	New	+$196K	﹤0.01%	610
2025 Q2	–	Sell	-7,000	Closed	-$178K	–	1562
2025 Q1	$178K	Sell	7,000 -63	-0.9%	-$1.46K	﹤0.01%	627
2024 Q4	$149K	Buy	7,063 +1,753	+33%	+$34.1K	﹤0.01%	653
2024 Q3	$103K	Buy	5,310 +215	+4%	+$3.92K	﹤0.01%	729
2024 Q2	$87.4K	Sell	5,095 -170	-3%	-$2.81K	﹤0.01%	852
2024 Q1	$99.7K	Buy	+5,265	New	+$96.8K	﹤0.01%	703

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

Mather Group's SONY Position: Q2 2026 in Review

Mather Group increased its Sony (SONY) stake by 1.3% in Q2 2026, buying an estimated $1.58K and bringing the position to 5,828 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Mather Group first reported a position in SONY in Q1 2024 and has held it in 8 quarters since. The position peaked at $209K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Mather Group held 5,828 shares of Sony worth $117K as of Q2 2026.
Mather Group bought 75 Sony shares in Q2 2026, an estimated $1.58K.
Sony made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #902 holding.
Mather Group first reported a position in Sony in Q1 2024 and has held it in 8 quarters since.
Mather Group's Sony position peaked at $209K in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.