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Sivia Capital Partners’s Sony SONY Stock Holding History

Sivia Capital Partners’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 		$587K Buy
29,251
+15,446
+112% +$326K 0.07% 303
2026
Q1 		$286K Sell
13,805
-20,177
-59% -$452K 0.06% 369
2025
Q4 		$870K Buy
33,982
+16,147
+91% +$453K 0.18% 143
2025
Q3 		$513K Sell
17,835
-4,178
-19% -$112K 0.14% 158
2025
Q2 		$573K Buy
22,013
+4,172
+23% +$104K 0.2% 101
2025
Q1 		$453K Buy
17,841
+706
+4% +$16.3K 0.21% 80
2024
Q4 		$363K Sell
17,135
-455
-3% -$8.86K 0.18% 89
2024
Q3 		$340K Buy
17,590
+360
+2% +$6.56K 0.2% 103
2024
Q2 		$293K Buy
17,230
+1,775
+11% +$29.3K 0.2% 114
2024
Q1 		$265K Sell
15,455
-90
-0.6% -$1.65K 0.18% 132
2023
Q4 		$294K Buy
+15,545
New +$270K 0.22% 96

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Sivia Capital Partners's SONY Position: Q2 2026 in Review

Sivia Capital Partners increased its Sony (SONY) stake by 112% in Q2 2026, buying an estimated $326K and bringing the position to 29,251 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #303.

Sivia Capital Partners first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $870K in Q4 2025. 178 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Sivia Capital Partners held 29,251 shares of Sony worth $587K as of Q2 2026.
  • Sivia Capital Partners bought 15,446 Sony shares in Q2 2026, an estimated $326K.
  • Sony made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #303 holding.
  • Sivia Capital Partners first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Sivia Capital Partners's Sony position peaked at $870K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.