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Sanibel Captiva Trust Company’s Sony SONY Stock Holding History

Sanibel Captiva Trust Company’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 		$240K Sell
11,951
-1,159
-9% -$24.4K 0.01% 431
2026
Q1 		$271K Hold
13,110
– – 0.01% 393
2025
Q4 		$336K Buy
13,110
+5,905
+82% +$166K 0.01% 348
2025
Q3 		$207K Buy
+7,205
New +$194K 0.01% 396
2025
Q1 		– Sell
-9,730
Closed -$206K – 401
2024
Q4 		$206K Buy
+9,730
New +$190K 0.01% 373

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sanibel Captiva Trust Company's SONY Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Sony (SONY) stake by 8.8% in Q2 2026, selling an estimated $24.4K and leaving 11,951 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #431.

Sanibel Captiva Trust Company first reported a position in SONY in Q4 2024 and has held it in 5 quarters since. The position peaked at $336K in Q4 2025. 217 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Sanibel Captiva Trust Company held 11,951 shares of Sony worth $240K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 1,159 Sony shares in Q2 2026, an estimated $24.4K.
  • Sony made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #431 holding.
  • Sanibel Captiva Trust Company first reported a position in Sony in Q4 2024 and has held it in 5 quarters since.
  • Sanibel Captiva Trust Company's Sony position peaked at $336K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.