PFW Advisors’s Sony SONY Stock Holding History

PFW 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
2025 Q4	–	Sell	-6,966	Closed	-$201K	–	132
2025 Q3	$201K	Buy	+6,966	New	+$187K	0.06%	128

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFW Advisors's SONY Position: Q4 2025 in Review

PFW Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 6,966 shares — an estimated $201K sold.

PFW Advisors first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

PFW Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
PFW Advisors sold 6,966 Sony shares in Q4 2025, an estimated $201K.
PFW Advisors first reported a position in Sony in Q3 2025 and held it in 1 quarter.
PFW Advisors's Sony position peaked at $201K in Q3 2025.
821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on PFW Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.