Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Sony SONY Stock Holding History

Pinnacle Wealth Planning Services’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 		$402K Sell
17,096
-120
-0.7% -$2.75K 0.04% 277
2026
Q2 		$345K Sell
17,216
-265
-2% -$5.59K 0.03% 320
2026
Q1 		$362K Sell
17,481
-2,812
-14% -$63K 0.04% 282
2025
Q4 		$520K Sell
20,293
-923
-4% -$25.9K 0.05% 206
2025
Q3 		$611K Sell
21,216
-2,192
-9% -$58.9K 0.07% 168
2025
Q2 		$609K Buy
23,408
+8,843
+61% +$221K 0.08% 160
2025
Q1 		$370K Buy
14,565
+1,003
+7% +$23.2K 0.06% 219
2024
Q4 		$287K Sell
13,562
-17,253
-56% -$336K 0.04% 262
2024
Q3 		$595K Buy
30,815
+45
+0.1% +$820 0.08% 162
2024
Q2 		$523K Sell
30,770
-155
-0.5% -$2.56K 0.07% 171
2024
Q1 		$530K Buy
30,925
+65
+0.2% +$1.2K 0.08% 175
2023
Q4 		$584K Hold
30,860
– – 0.09% 151
2023
Q3 		$509K Buy
30,860
+10
+0% +$175 0.08% 156
2023
Q2 		$556K Sell
30,850
-285
-0.9% -$5.35K 0.09% 152
2023
Q1 		$564K Buy
31,135
+65
+0.2% +$1.13K 0.09% 154
2022
Q4 		$474K Buy
+31,070
New +$464K 0.08% 170
2022
Q3 		– Sell
-22,565
Closed -$369K – 442
2022
Q2 		$369K Buy
22,565
+2,295
+11% +$40.6K 0.07% 201
2022
Q1 		$416K Buy
20,270
+3,815
+23% +$82.9K 0.08% 198
2021
Q4 		$416K Buy
16,455
+940
+6% +$22.4K 0.08% 196
2021
Q3 		$343K Buy
15,515
+110
+0.7% +$2.3K 0.08% 219
2021
Q2 		$300K Buy
15,405
+405
+3% +$8.21K 0.07% 228
2021
Q1 		$318K Buy
15,000
+145
+1% +$3.06K 0.08% 212
2020
Q4 		$300K Buy
14,855
+20
+0.1% +$348 0.07% 194
2020
Q3 		$228K Buy
14,835
+320
+2% +$4.98K 0.08% 208
2020
Q2 		$201K Buy
+14,515
New +$189K 0.07% 226

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's SONY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Sony (SONY) stake by 0.7% in Q3 2026, selling an estimated $2.75K and leaving 17,096 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #277.

Pinnacle Wealth Planning Services first reported a position in SONY in Q2 2020 and has held it in 25 quarters since. The position peaked at $611K in Q3 2025. 249 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 17,096 shares of Sony worth $402K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 120 Sony shares in Q3 2026, an estimated $2.75K.
  • Sony made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #277 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sony in Q2 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Sony position peaked at $611K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.