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Phoenix Financial’s Sony SONY Stock Holding History

Phoenix Financial’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 		$286K Buy
+14,300
New +$301K ﹤0.01% 440
2024
Q2 		– Sell
-16,460
Closed -$281K – 433
2024
Q1 		$281K Sell
16,460
-164,230
-91% -$3.02M ﹤0.01% 336
2023
Q4 		$3.42M Buy
180,690
+23,245
+15% +$403K 0.06% 149
2023
Q3 		$2.6M Sell
157,445
-12,600
-7% -$220K 0.05% 165
2023
Q2 		$3.06M Buy
170,045
+17,095
+11% +$321K 0.06% 122
2023
Q1 		$2.77M Buy
152,950
+30,080
+24% +$521K 0.06% 133
2022
Q4 		$1.87M Sell
122,870
-46,315
-27% -$692K 0.04% 145
2022
Q3 		$2.19M Sell
169,185
-3,811,585
-96% -$61.1M 0.05% 140
2022
Q2 		$65.1M Sell
3,980,770
-132,570
-3% -$2.35M 1.33% 21
2022
Q1 		$84.5M Buy
4,113,340
+364,835
+10% +$7.93M 1.42% 17
2021
Q4 		$94.8M Sell
3,748,505
-215,530
-5% -$5.13M 1.56% 13
2021
Q3 		$87.7M Buy
3,964,035
+115,325
+3% +$2.41M 1.52% 15
2021
Q2 		$74.8M Buy
3,848,710
+2,236,420
+139% +$45.3M 1.42% 14
2021
Q1 		$34.2M Buy
1,612,290
+23,230
+1% +$491K 0.77% 42
2020
Q4 		$32.1M Sell
1,589,060
-70,250
-4% -$1.22M 0.86% 37
2020
Q3 		$24M Sell
1,659,310
-3,110
-0.2% -$48.4K 1.01% 32
2020
Q2 		$21.8M Sell
1,662,420
-20,515
-1% -$267K 0.93% 39
2020
Q1 		$19.5M Buy
1,682,935
+1,632,935
+3,266% +$21.4M 0.99% 30
2019
Q4 		$675K Hold
50,000
– – 0.03% 165
2019
Q3 		$561K Buy
+50,000
New +$565K 0.03% 162

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

Phoenix Financial's SONY Position: Q2 2026 in Review

Phoenix Financial opened a new position in Sony (SONY) in Q2 2026: 14,300 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in SONY as recently as Q1 2024.

Phoenix Financial first reported a position in SONY in Q3 2019 and has held it in 20 quarters since. The position peaked at $94.8M in Q4 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Phoenix Financial held 14,300 shares of Sony worth $286K as of Q2 2026.
  • Sony was a new Phoenix Financial position in Q2 2026.
  • Sony made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #440 holding.
  • Phoenix Financial first reported a position in Sony in Q3 2019 and has held it in 20 quarters since.
  • Phoenix Financial's Sony position peaked at $94.8M in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.