Peak Financial Advisors’s Sono-Tek SOTK Stock Holding History

Peak Financial Advisors’s Portfolio SOTK Stock Details SOTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.9K	Hold	14,521	–	–	0.04%	78
2026 Q1	$59K	Hold	14,521	–	–	0.03%	70
2025 Q4	$60K	Hold	14,521	–	–	0.03%	87
2025 Q3	$64.3K	Hold	14,521	–	–	0.03%	85
2025 Q2	$54.5K	Hold	14,521	–	–	0.03%	87
2025 Q1	$52.9K	Hold	14,521	–	–	0.03%	72
2024 Q4	$58.2K	Hold	14,521	–	–	0.03%	74
2024 Q3	$58.5K	Hold	14,521	–	–	0.03%	74
2024 Q2	$56.2K	Hold	14,521	–	–	0.03%	72
2024 Q1	$71K	Hold	14,521	–	–	0.04%	68
2023 Q4	$78.6K	Hold	14,521	–	–	0.05%	71
2023 Q3	$75.8K	Hold	14,521	–	–	0.08%	52
2023 Q2	$78.5K	Hold	14,521	–	–	0.06%	68
2023 Q1	$74.6K	Hold	14,521	–	–	0.06%	63
2022 Q4	$93.2K	Hold	14,521	–	–	0.08%	66
2022 Q3	$102K	Buy	14,521 +4,000	+38%	+$25.2K	0.13%	58
2022 Q2	$77K	Sell	10,521 -1,579	-13%	-$9.83K	0.08%	65
2022 Q1	$82K	Sell	12,100 -3,000	-20%	-$18.5K	0.07%	77
2021 Q4	$112K	Sell	15,100 -5,000	-25%	-$31.1K	0.09%	78
2021 Q3	$82K	Buy	+20,100	New	+$71.9K	0.07%	68

Other funds holding SOTK

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Peak Financial Advisors's SOTK Position: Q2 2026 in Review

Peak Financial Advisors held its Sono-Tek (SOTK) position steady in Q2 2026 at 14,521 shares worth $88.9K. The position accounts for 0.04% of the portfolio, ranked #78.

Peak Financial Advisors first reported a position in SOTK in Q3 2021 and has held it in 20 quarters since. The position peaked at $112K in Q4 2021. 30 funds tracked by Wall St. Rank hold SOTK as of Q2 2026.

Peak Financial Advisors held 14,521 shares of Sono-Tek worth $88.9K as of Q2 2026.
Peak Financial Advisors left its Sono-Tek share count unchanged in Q2 2026.
Sono-Tek made up 0.04% of Peak Financial Advisors's portfolio in Q2 2026, its #78 holding.
Peak Financial Advisors first reported a position in Sono-Tek in Q3 2021 and has held it in 20 quarters since.
Peak Financial Advisors's Sono-Tek position peaked at $112K in Q4 2021.
30 funds tracked by Wall St. Rank held Sono-Tek as of Q2 2026.

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