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Pacific Excel Wealth Advisors’s Sony SONY Stock Holding History

Pacific Excel Wealth Advisors’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 		$272K Buy
+13,563
New +$286K 0.11% 172

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

Pacific Excel Wealth Advisors's SONY Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Sony (SONY) in Q2 2026: 13,563 shares worth $272K. The stake represents 0.11% of the portfolio and ranks #172 among its holdings.

743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Pacific Excel Wealth Advisors held 13,563 shares of Sony worth $272K as of Q2 2026.
  • Sony was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Sony made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.