Perigon Wealth Management
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Perigon Wealth Management’s Sony SONY Stock Holding History

Perigon Wealth Management’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
Q3 		$396K Buy
16,850
+1,527
+10% +$35K 0.01% 1018
2026
Q2 		$307K Sell
15,323
-937
-6% -$19.8K ﹤0.01% 1102
2026
Q1 		$337K Buy
16,260
+552
+4% +$12.4K 0.01% 973
2025
Q4 		$402K Buy
15,708
+909
+6% +$25.5K 0.01% 888
2025
Q3 		$426K Buy
14,799
+288
+2% +$7.74K 0.01% 807
2025
Q2 		$378K Buy
14,511
+135
+0.9% +$3.38K 0.01% 760
2025
Q1 		$365K Sell
14,376
-1,112
-7% -$25.7K 0.01% 737
2024
Q4 		$315K Sell
15,488
-34,387
-69% -$670K 0.01% 797
2024
Q3 		$963K Buy
49,875
+37,685
+309% +$687K 0.03% 444
2024
Q2 		$207K Sell
12,190
-2,400
-16% -$39.7K 0.01% 806
2024
Q1 		$250K Buy
14,590
+2,155
+17% +$39.6K 0.01% 730
2023
Q4 		$236K Buy
+12,435
New +$216K 0.01% 742
2021
Q1 		– Sell
-2,075
Closed -$42K – 949
2020
Q4 		$42K Buy
+2,075
New +$36.1K ﹤0.01% 800
2018
Q2 		– Sell
-2,000
Closed -$19K – 540
2018
Q1 		$19K Hold
2,000
– – 0.01% 448
2017
Q4 		$18K Hold
2,000
– – 0.01% 422
2017
Q3 		$15K Hold
2,000
– – ﹤0.01% 474
2017
Q2 		$15K Buy
+2,000
New +$14.2K ﹤0.01% 467
2017
Q1 		– Sell
-1,810
Closed -$11K – 699
2016
Q4 		$11K Sell
1,810
-1,695
-48% -$10.3K ﹤0.01% 553
2016
Q3 		$23K Buy
+3,505
New +$22.5K 0.01% 385

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perigon Wealth Management's SONY Position: Q3 2026 in Review

Perigon Wealth Management increased its Sony (SONY) stake by 10% in Q3 2026, buying an estimated $35K and bringing the position to 16,850 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1018.

Perigon Wealth Management first reported a position in SONY in Q3 2016 and has held it in 19 quarters since. The position peaked at $963K in Q3 2024. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Perigon Wealth Management held 16,850 shares of Sony worth $396K as of Q3 2026.
  • Perigon Wealth Management bought 1,527 Sony shares in Q3 2026, an estimated $35K.
  • Sony made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1018 holding.
  • Perigon Wealth Management first reported a position in Sony in Q3 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's Sony position peaked at $963K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.