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Rossby Financial’s Sony SONY Stock Holding History

Rossby Financial’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 		$439K Buy
20,781
+570
+3% +$12.8K 0.09% 209
2025
Q4 		$517K Buy
20,211
+1,010
+5% +$28.4K 0.16% 110
2025
Q3 		$552K Buy
19,201
+304
+2% +$8.18K 0.18% 105
2025
Q2 		$492K Buy
18,897
+485
+3% +$12.1K 0.18% 113
2025
Q1 		$460K Buy
+18,412
New +$425K 0.19% 105

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

Rossby Financial's SONY Position: Q1 2026 in Review

Rossby Financial increased its Sony (SONY) stake by 2.8% in Q1 2026, buying an estimated $12.8K and bringing the position to 20,781 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #209.

Rossby Financial first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $552K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Rossby Financial held 20,781 shares of Sony worth $439K as of Q1 2026.
  • Rossby Financial bought 570 Sony shares in Q1 2026, an estimated $12.8K.
  • Sony made up 0.09% of Rossby Financial's portfolio in Q1 2026, its #209 holding.
  • Rossby Financial first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Sony position peaked at $552K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.