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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
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 $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

Shufro Rose & Co's SONY Position: Q1 2026 in Review

Shufro Rose & Co reduced its Sony (SONY) stake by 24% in Q1 2026, selling an estimated $125K and leaving 17,246 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #217.

Shufro Rose & Co first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $780K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Shufro Rose & Co held 17,246 shares of Sony worth $357K as of Q1 2026.
  • Shufro Rose & Co sold 5,565 Sony shares in Q1 2026, an estimated $125K.
  • Sony made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #217 holding.
  • Shufro Rose & Co first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
  • Shufro Rose & Co's Sony position peaked at $780K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.