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 Q3	$445K	Buy	18,902 +4,143	+28%	+$95K	0.05%	163
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riversedge Advisors's SONY Position: Q3 2026 in Review

Riversedge Advisors increased its Sony (SONY) stake by 28% in Q3 2026, buying an estimated $95K and bringing the position to 18,902 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #163.

Riversedge Advisors first reported a position in SONY in Q1 2025 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Riversedge Advisors held 18,902 shares of Sony worth $445K as of Q3 2026.
Riversedge Advisors bought 4,143 Sony shares in Q3 2026, an estimated $95K.
Sony made up 0.05% of Riversedge Advisors's portfolio in Q3 2026, its #163 holding.
Riversedge Advisors first reported a position in Sony in Q1 2025 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.