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Riversedge Advisors’s Sony SONY Stock Holding History

Riversedge Advisors’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 		$296K Buy
14,759
+4,434
+43% +$93.5K 0.04% 207
2026
Q1 		$214K Sell
10,325
-1,771
-15% -$39.7K 0.03% 193
2025
Q4 		$310K Buy
12,096
+209
+2% +$5.87K 0.05% 137
2025
Q3 		$342K Buy
11,887
+1,052
+10% +$28.3K 0.06% 107
2025
Q2 		$282K Buy
10,835
+1,514
+16% +$37.9K 0.06% 92
2025
Q1 		$237K Buy
+9,321
New +$215K 0.05% 100

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Riversedge Advisors's SONY Position: Q2 2026 in Review

Riversedge Advisors increased its Sony (SONY) stake by 43% in Q2 2026, buying an estimated $93.5K and bringing the position to 14,759 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #207.

Riversedge Advisors first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $342K in Q3 2025. 180 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Riversedge Advisors held 14,759 shares of Sony worth $296K as of Q2 2026.
  • Riversedge Advisors bought 4,434 Sony shares in Q2 2026, an estimated $93.5K.
  • Sony made up 0.04% of Riversedge Advisors's portfolio in Q2 2026, its #207 holding.
  • Riversedge Advisors first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Riversedge Advisors's Sony position peaked at $342K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.