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Shufro Rose & Co’s Sony SONY Stock Holding History

Shufro Rose & Co’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 		$346K Hold
17,246
– – 0.02% 227
2026
Q1 		$357K Sell
17,246
-5,565
-24% -$125K 0.02% 217
2025
Q4 		$584K Sell
22,811
-7,929
-26% -$223K 0.04% 167
2025
Q3 		$780K Hold
30,740
– – 0.06% 130
2025
Q2 		$780K Hold
30,740
– – 0.06% 129
2025
Q1 		$780K Buy
+30,740
New +$710K 0.06% 134

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

Shufro Rose & Co's SONY Position: Q2 2026 in Review

Shufro Rose & Co held its Sony (SONY) position steady in Q2 2026 at 17,246 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #227.

Shufro Rose & Co first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $780K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Shufro Rose & Co held 17,246 shares of Sony worth $346K as of Q2 2026.
  • Shufro Rose & Co left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #227 holding.
  • Shufro Rose & Co first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Shufro Rose & Co's Sony position peaked at $780K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.