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Prospera Financial Services’s Sony SONY Stock Holding History

Prospera Financial 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
Q1 		– Sell
-29,049
Closed -$744K – 1496
2025
Q4 		$744K Sell
29,049
-243
-0.8% -$6.82K 0.01% 793
2025
Q3 		$843K Buy
29,292
+341
+1% +$9.17K 0.01% 752
2025
Q2 		$754K Buy
28,951
+956
+3% +$23.9K 0.01% 756
2025
Q1 		$711K Buy
27,995
+225
+0.8% +$5.2K 0.02% 661
2024
Q4 		$588K Sell
27,770
-215
-0.8% -$4.19K 0.01% 696
2024
Q3 		$541K Sell
27,985
-405
-1% -$7.38K 0.01% 697
2024
Q2 		$482K Buy
28,390
+10,945
+63% +$181K 0.01% 723
2024
Q1 		$299K Sell
17,445
-11,220
-39% -$206K 0.01% 901
2023
Q4 		$543K Buy
28,665
+9,075
+46% +$157K 0.02% 632
2023
Q3 		$323K Sell
19,590
-16,555
-46% -$289K 0.01% 774
2023
Q2 		$651K Buy
+36,145
New +$678K 0.02% 530
2022
Q3 		– Sell
-6,505
Closed -$106K – 1479
2022
Q2 		$106K Sell
6,505
-16,745
-72% -$297K 0.01% 886
2022
Q1 		$478K Buy
23,250
+900
+4% +$19.6K 0.02% 610
2021
Q4 		$565K Sell
22,350
-275
-1% -$6.55K 0.02% 536
2021
Q3 		$500K Sell
22,625
-190
-0.8% -$3.98K 0.02% 539
2021
Q2 		$444K Sell
22,815
-30,030
-57% -$608K 0.02% 557
2021
Q1 		$1.12M Buy
52,845
+25,985
+97% +$549K 0.07% 317
2020
Q4 		$543K Buy
26,860
+23,810
+781% +$414K 0.04% 406
2020
Q3 		$47K Buy
+3,050
New +$47.4K 0.02% 640
2019
Q4 		– Sell
-23,580
Closed -$279K – 626
2019
Q3 		$279K Buy
+23,580
New +$266K 0.03% 452

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Prospera Financial Services's SONY Position: Q1 2026 in Review

Prospera Financial Services sold out of Sony (SONY) in Q1 2026, closing a stake of 29,049 shares — an estimated $744K sold.

Prospera Financial Services first reported a position in SONY in Q3 2019 and held it in 20 quarters. The position peaked at $1.12M in Q1 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Prospera Financial Services reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 29,049 Sony shares in Q1 2026, an estimated $744K.
  • Prospera Financial Services first reported a position in Sony in Q3 2019 and held it in 20 quarters.
  • Prospera Financial Services's Sony position peaked at $1.12M in Q1 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.