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OneAscent Financial Services’s Sony SONY Stock Holding History

OneAscent Financial Services’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 		$231K Sell
11,510
-412
-3% -$8.68K 0.01% 547
2026
Q1 		$247K Buy
11,922
+1,291
+12% +$28.9K 0.01% 515
2025
Q4 		$272K Sell
10,631
-257
-2% -$7.21K 0.03% 375
2025
Q3 		$313K Sell
10,888
-1,695
-13% -$45.6K 0.02% 375
2025
Q2 		$327K Sell
12,583
-9,771
-44% -$245K 0.02% 391
2025
Q1 		$566K Buy
22,354
+10,970
+96% +$253K 0.04% 316
2024
Q4 		$241K Buy
11,384
+624
+6% +$12.2K 0.02% 413
2024
Q3 		$208K Buy
+10,760
New +$196K 0.15% 171
2024
Q2 		– Sell
-12,960
Closed -$222K – 371
2024
Q1 		$222K Buy
12,960
+60
+0.5% +$1.1K 0.02% 348
2023
Q4 		$244K Buy
12,900
+490
+4% +$8.5K 0.03% 307
2023
Q3 		$205K Buy
+12,410
New +$217K 0.05% 257
2023
Q2 		– Sell
-11,905
Closed -$216K – 196
2023
Q1 		$216K Buy
+11,905
New +$206K 0.09% 153
2022
Q3 		– Sell
-16,910
Closed -$277K – 236
2022
Q2 		$277K Sell
16,910
-435
-3% -$7.71K 0.13% 157
2022
Q1 		$356K Sell
17,345
-21,135
-55% -$459K 0.25% 68
2021
Q4 		$973K Buy
+38,480
New +$916K 1.86% 6
2021
Q1 		$528K Buy
24,880
+2,355
+10% +$49.7K 0.52% 29
2020
Q4 		$455K Sell
22,525
-17,195
-43% -$299K 0.49% 41
2020
Q3 		$610K Buy
39,720
+5,640
+17% +$87.7K 0.32% 53
2020
Q2 		$471K Buy
34,080
+1,955
+6% +$25.4K 0.32% 61
2020
Q1 		$380K Sell
32,125
-3,710
-10% -$48.6K 0.29% 58
2019
Q4 		$487K Buy
+35,835
New +$447K 0.27% 57
2019
Q3 		– Sell
-42,610
Closed -$446K – 160
2019
Q2 		$446K Buy
+42,610
New +$418K 0.31% 60

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

OneAscent Financial Services's SONY Position: Q2 2026 in Review

OneAscent Financial Services reduced its Sony (SONY) stake by 3.5% in Q2 2026, selling an estimated $8.68K and leaving 11,510 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #547.

OneAscent Financial Services first reported a position in SONY in Q2 2019 and has held it in 22 quarters since. The position peaked at $973K in Q4 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • OneAscent Financial Services held 11,510 shares of Sony worth $231K as of Q2 2026.
  • OneAscent Financial Services sold 412 Sony shares in Q2 2026, an estimated $8.68K.
  • Sony made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #547 holding.
  • OneAscent Financial Services first reported a position in Sony in Q2 2019 and has held it in 22 quarters since.
  • OneAscent Financial Services's Sony position peaked at $973K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.