Principal Securities’s Sony SONY Stock Holding History

Principal Securities’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 Q1	$1.17M	Sell	56,420 -487	-0.9%	-$10.9K	0.02%	677
2025 Q4	$1.46M	Buy	56,907 +32,655	+135%	+$917K	0.02%	578
2025 Q3	$698K	Buy	24,252 +1,656	+7%	+$44.5K	0.01%	783
2025 Q2	$588K	Sell	22,596 -13,012	-37%	-$326K	0.01%	799
2025 Q1	$753K	Hold	35,608	–	–	0.02%	644
2024 Q4	$753K	Sell	35,608 -36,657	-51%	-$714K	0.02%	641
2024 Q3	$1.4M	Buy	72,265 +9,495	+15%	+$173K	0.03%	441
2024 Q2	$1.07M	Buy	62,770 +3,360	+6%	+$55.6K	0.03%	467
2024 Q1	$1.02M	Sell	59,410 -1,480	-2%	-$27.2K	0.03%	446
2023 Q4	$1.15M	Buy	+60,890	New	+$1.06M	0.04%	371

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Securities's SONY Position: Q1 2026 in Review

Principal Securities reduced its Sony (SONY) stake by 0.86% in Q1 2026, selling an estimated $10.9K and leaving 56,420 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #677.

Principal Securities first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Principal Securities held 56,420 shares of Sony worth $1.17M as of Q1 2026.
Principal Securities sold 487 Sony shares in Q1 2026, an estimated $10.9K.
Sony made up 0.02% of Principal Securities's portfolio in Q1 2026, its #677 holding.
Principal Securities first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Sony position peaked at $1.46M in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.