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PFG Investments’s Sony SONY Stock Holding History

PFG Investments’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 		$227K Buy
11,299
+22
+0.2% +$464 0.01% 1112
2026
Q1 		$233K Sell
11,277
-1,100
-9% -$24.6K 0.01% 986
2025
Q4 		$317K Buy
12,377
+5,059
+69% +$142K 0.01% 783
2025
Q3 		$211K Buy
+7,318
New +$197K 0.01% 949

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

PFG Investments's SONY Position: Q2 2026 in Review

PFG Investments increased its Sony (SONY) stake by 0.2% in Q2 2026, buying an estimated $464 and bringing the position to 11,299 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1112.

PFG Investments first reported a position in SONY in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • PFG Investments held 11,299 shares of Sony worth $227K as of Q2 2026.
  • PFG Investments bought 22 Sony shares in Q2 2026, an estimated $464.
  • Sony made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1112 holding.
  • PFG Investments first reported a position in Sony in Q3 2025 and has held it in 4 quarters since.
  • PFG Investments's Sony position peaked at $317K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.