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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
Q2 		$420K Buy
20,954
+173
+0.8% +$3.65K 0.08% 230
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 $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Rossby Financial's SONY Position: Q2 2026 in Review

Rossby Financial increased its Sony (SONY) stake by 0.83% in Q2 2026, buying an estimated $3.65K and bringing the position to 20,954 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #230.

Rossby Financial first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Rossby Financial held 20,954 shares of Sony worth $420K as of Q2 2026.
  • Rossby Financial bought 173 Sony shares in Q2 2026, an estimated $3.65K.
  • Sony made up 0.08% of Rossby Financial's portfolio in Q2 2026, its #230 holding.
  • Rossby Financial first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Sony position peaked at $552K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.