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Richardson Financial Services’s Sony SONY Stock Holding History

Richardson 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
Q2 		$401 Sell
20
-1,795
-99% -$37.8K ﹤0.01% 593
2026
Q1 		$37.6K Sell
1,815
-60
-3% -$1.34K 0.02% 337
2025
Q4 		$48.2K Buy
+1,875
New +$52.6K 0.02% 299

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

Richardson Financial Services's SONY Position: Q2 2026 in Review

Richardson Financial Services reduced its Sony (SONY) stake by 99% in Q2 2026, selling an estimated $37.8K and leaving 20 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Richardson Financial Services first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.2K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Richardson Financial Services held 20 shares of Sony worth $401 as of Q2 2026.
  • Richardson Financial Services sold 1,795 Sony shares in Q2 2026, an estimated $37.8K.
  • Sony made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #593 holding.
  • Richardson Financial Services first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Richardson Financial Services's Sony position peaked at $48.2K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.