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 Q3	$143K	Buy	6,082 +254	+4%	+$5.82K	﹤0.01%	871
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	$100K	Buy	+5,265	New	+$96.8K	﹤0.01%	703

Other funds holding SONY

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Mather Group's SONY Position: Q3 2026 in Review

Mather Group increased its Sony (SONY) stake by 4.4% in Q3 2026, buying an estimated $5.82K and bringing the position to 6,082 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Mather Group first reported a position in SONY in Q1 2024 and has held it in 9 quarters since. The position peaked at $209K in Q3 2025. 155 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Mather Group held 6,082 shares of Sony worth $143K as of Q3 2026.
Mather Group bought 254 Sony shares in Q3 2026, an estimated $5.82K.
Sony made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #871 holding.
Mather Group first reported a position in Sony in Q1 2024 and has held it in 9 quarters since.
Mather Group's Sony position peaked at $209K in Q3 2025.
155 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.