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Root Financial Partners’s Sony SONY Stock Holding History

Root Financial Partners’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 		$29.1K Sell
1,406
-1,987
-59% -$44.5K ﹤0.01% 1135
2025
Q4 		$86.9K Buy
3,393
+1,392
+70% +$39.1K ﹤0.01% 519
2025
Q3 		$57.6K Buy
+2,001
New +$53.8K ﹤0.01% 620

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

Root Financial Partners's SONY Position: Q1 2026 in Review

Root Financial Partners reduced its Sony (SONY) stake by 59% in Q1 2026, selling an estimated $44.5K and leaving 1,406 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Root Financial Partners first reported a position in SONY in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.9K in Q4 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Root Financial Partners held 1,406 shares of Sony worth $29.1K as of Q1 2026.
  • Root Financial Partners sold 1,987 Sony shares in Q1 2026, an estimated $44.5K.
  • Sony made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1135 holding.
  • Root Financial Partners first reported a position in Sony in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sony position peaked at $86.9K in Q4 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.