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Merit Financial Group’s Sony SONY Stock Holding History

Merit Financial 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 		$428K Buy
21,323
+4,164
+24% +$87.8K ﹤0.01% 1591
2026
Q1 		$355K Sell
17,159
-4,762
-22% -$107K ﹤0.01% 1567
2025
Q4 		$561K Sell
21,921
-896
-4% -$25.2K ﹤0.01% 1246
2025
Q3 		$657K Buy
22,817
+5,899
+35% +$159K 0.01% 1035
2025
Q2 		$440K Buy
16,918
+5,964
+54% +$149K ﹤0.01% 1158
2025
Q1 		$278K Buy
+10,954
New +$253K ﹤0.01% 1150

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Merit Financial Group's SONY Position: Q2 2026 in Review

Merit Financial Group increased its Sony (SONY) stake by 24% in Q2 2026, buying an estimated $87.8K and bringing the position to 21,323 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Merit Financial Group first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $657K in Q3 2025. 152 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Merit Financial Group held 21,323 shares of Sony worth $428K as of Q2 2026.
  • Merit Financial Group bought 4,164 Sony shares in Q2 2026, an estimated $87.8K.
  • Sony made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1591 holding.
  • Merit Financial Group first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Sony position peaked at $657K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.