Root Financial Partners
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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
Q3 		$116K Buy
+4,915
New +$113K ﹤0.01% 668
2026
Q2 		– Sell
-1,406
Closed -$29.1K – 2764
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

Mondrian Investment Partners
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Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Root Financial Partners's SONY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sony (SONY) in Q3 2026: 4,915 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SONY as recently as Q1 2026.

Root Financial Partners first reported a position in SONY in Q3 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Root Financial Partners held 4,915 shares of Sony worth $116K as of Q3 2026.
  • Sony was a new Root Financial Partners position in Q3 2026.
  • Sony made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #668 holding.
  • Root Financial Partners first reported a position in Sony in Q3 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.