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Oakworth Capital’s Sony SONY Stock Holding History

Oakworth Capital’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 		$13K Hold
650
– – ﹤0.01% 667
2026
Q1 		$13.5K Hold
650
– – ﹤0.01% 626
2025
Q4 		$16.6K Hold
650
– – ﹤0.01% 593
2025
Q3 		$18.7K Hold
650
– – ﹤0.01% 565
2025
Q2 		$16.9K Hold
650
– – ﹤0.01% 462
2025
Q1 		$16.5K Hold
650
– – ﹤0.01% 479
2024
Q4 		$13.8K Hold
650
– – ﹤0.01% 489
2024
Q3 		$12.6K Buy
+650
New +$11.8K ﹤0.01% 492

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Oakworth Capital's SONY Position: Q2 2026 in Review

Oakworth Capital held its Sony (SONY) position steady in Q2 2026 at 650 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Oakworth Capital first reported a position in SONY in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.7K in Q3 2025. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Oakworth Capital held 650 shares of Sony worth $13K as of Q2 2026.
  • Oakworth Capital left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #667 holding.
  • Oakworth Capital first reported a position in Sony in Q3 2024 and has held it in 8 quarters since.
  • Oakworth Capital's Sony position peaked at $18.7K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.