Silver Oak Securities’s Sony SONY Stock Holding History

Silver Oak Securities’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
2025 Q4	–	Sell	-6,037	Closed	-$174K	–	845
2025 Q3	$174K	Buy	+6,037	New	+$162K	0.01%	718

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Silver Oak Securities's SONY Position: Q4 2025 in Review

Silver Oak Securities sold out of Sony (SONY) in Q4 2025, closing a stake of 6,037 shares — an estimated $174K sold.

Silver Oak Securities first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $174K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Silver Oak Securities reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Silver Oak Securities sold 6,037 Sony shares in Q4 2025, an estimated $174K.
Silver Oak Securities first reported a position in Sony in Q3 2025 and held it in 1 quarter.
Silver Oak Securities's Sony position peaked at $174K in Q3 2025.
821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.