Newbridge Financial Services Group’s Sony SONY Stock Holding History

Newbridge Financial Services 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	$1.42K	Buy	71 +1	+1%	+$21	﹤0.01%	1106
2026 Q1	$1.46K	Sell	70 -200	-74%	-$4.48K	﹤0.01%	1054
2025 Q4	$6.92K	Hold	270	–	–	﹤0.01%	846
2025 Q3	$7.78K	Hold	270	–	–	﹤0.01%	944
2025 Q2	$7.04K	Sell	270 -945	-78%	-$23.6K	﹤0.01%	966
2025 Q1	$30.9K	Hold	1,215	–	–	0.01%	467
2024 Q4	$25.7K	Buy	+1,215	New	+$23.7K	0.01%	548
2023 Q4	–	Sell	-450	Closed	-$7.42K	–	1315
2023 Q3	$7.42K	Hold	450	–	–	﹤0.01%	881
2023 Q2	$8.1K	Hold	450	–	–	﹤0.01%	930
2023 Q1	$8.16K	Hold	450	–	–	﹤0.01%	953
2022 Q4	$6.87K	Hold	450	–	–	﹤0.01%	1002
2022 Q3	$6K	Hold	450	–	–	﹤0.01%	1017
2022 Q2	$7K	Hold	450	–	–	﹤0.01%	950
2022 Q1	$9K	Sell	450 -65	-13%	-$1.41K	﹤0.01%	975
2021 Q4	$13K	Buy	515 +65	+14%	+$1.55K	0.01%	855
2021 Q3	$10K	Buy	+450	New	+$9.42K	0.01%	876

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

Newbridge Financial Services Group's SONY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Sony (SONY) stake by 1.4% in Q2 2026, buying an estimated $21 and bringing the position to 71 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Newbridge Financial Services Group first reported a position in SONY in Q3 2021 and has held it in 16 quarters since. The position peaked at $30.9K in Q1 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Newbridge Financial Services Group held 71 shares of Sony worth $1.42K as of Q2 2026.
Newbridge Financial Services Group bought 1 Sony share in Q2 2026, an estimated $21.
Sony made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1106 holding.
Newbridge Financial Services Group first reported a position in Sony in Q3 2021 and has held it in 16 quarters since.
Newbridge Financial Services Group's Sony position peaked at $30.9K in Q1 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.