Stifel Financial’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Buy |
1,077,944
+1,948
| +0.2% | +$43.6K | 0.02% | 595 |
|
|
2025
Q4 | $27.5M | Buy |
1,075,996
+36,764
| +4% | +$1.03M | 0.02% | 522 |
|
|
2025
Q3 | $29.9M | Buy |
1,039,232
+40,247
| +4% | +$1.08M | 0.03% | 499 |
|
|
2025
Q2 | $26M | Buy |
998,985
+39,358
| +4% | +$985K | 0.03% | 510 |
|
|
2025
Q1 | $24.4M | Sell |
959,627
-127,666
| -12% | -$2.95M | 0.03% | 508 |
|
|
2024
Q4 | $23M | Sell |
1,087,293
-15,017
| -1% | -$293K | 0.02% | 525 |
|
|
2024
Q3 | $21.3M | Sell |
1,102,310
-7,930
| -0.7% | -$145K | 0.02% | 553 |
|
|
2024
Q2 | $18.9M | Buy |
1,110,240
+15,025
| +1% | +$248K | 0.02% | 570 |
|
|
2024
Q1 | $18.8M | Sell |
1,095,215
-97,570
| -8% | -$1.79M | 0.02% | 574 |
|
|
2023
Q4 | $22.6M | Buy |
1,192,785
+108,400
| +10% | +$1.88M | 0.03% | 469 |
|
|
2023
Q3 | $17.9M | Sell |
1,084,385
-9,680
| -0.9% | -$169K | 0.03% | 507 |
|
|
2023
Q2 | $19.7M | Buy |
1,094,065
+32,945
| +3% | +$618K | 0.03% | 486 |
|
|
2023
Q1 | $19.2M | Buy |
1,061,120
+136,835
| +15% | +$2.37M | 0.03% | 473 |
|
|
2022
Q4 | $14.1M | Sell |
924,285
-14,745
| -2% | -$220K | 0.02% | 559 |
|
|
2022
Q3 | $12M | Buy |
939,030
+800
| +0.1% | +$12.8K | 0.02% | 580 |
|
|
2022
Q2 | $15.3M | Sell |
938,230
-18,635
| -2% | -$330K | 0.02% | 513 |
|
|
2022
Q1 | $19.7M | Buy |
956,865
+34,090
| +4% | +$741K | 0.03% | 509 |
|
|
2021
Q4 | $23.3M | Buy |
922,775
+129,725
| +16% | +$3.09M | 0.03% | 454 |
|
|
2021
Q3 | $17.5M | Buy |
793,050
+7,740
| +1% | +$162K | 0.03% | 517 |
|
|
2021
Q2 | $15.3M | Buy |
785,310
+21,465
| +3% | +$435K | 0.02% | 547 |
|
|
2021
Q1 | $16.2M | Sell |
763,845
-4,685
| -0.6% | -$98.9K | 0.03% | 500 |
|
|
2020
Q4 | $15.5M | Buy |
768,530
+110,180
| +17% | +$1.92M | 0.03% | 468 |
|
|
2020
Q3 | $10.1M | Buy |
658,350
+51,285
| +8% | +$798K | 0.02% | 536 |
|
|
2020
Q2 | $8.39M | Sell |
607,065
-82,865
| -12% | -$1.08M | 0.02% | 552 |
|
|
2020
Q1 | $8.15M | Buy |
689,930
+20,410
| +3% | +$267K | 0.02% | 503 |
|
|
2019
Q4 | $9.11M | Buy |
669,520
+86,040
| +15% | +$1.07M | 0.02% | 644 |
|
|
2019
Q3 | $6.9M | Buy |
583,480
+3,650
| +0.6% | +$41.2K | 0.02% | 694 |
|
|
2019
Q2 | $6.08M | Buy |
579,830
+27,685
| +5% | +$272K | 0.02% | 775 |
|
|
2019
Q1 | $4.66M | Sell |
552,145
-155,030
| -22% | -$1.45M | 0.01% | 842 |
|
|
2018
Q4 | $6.84M | Sell |
707,175
-42,930
| -6% | -$454K | 0.02% | 625 |
|
|
2018
Q3 | $9.1M | Sell |
750,105
-181,850
| -20% | -$2M | 0.03% | 582 |
|
|
2018
Q2 | $9.56M | Buy |
931,955
+395,290
| +74% | +$3.84M | 0.03% | 557 |
|
|
2018
Q1 | $5.2M | Sell |
536,665
-16,180
| -3% | -$159K | 0.02% | 773 |
|
|
2017
Q4 | $4.97M | Sell |
552,845
-133,945
| -20% | -$1.15M | 0.02% | 766 |
|
|
2017
Q3 | $5.13M | Buy |
686,790
+40,985
| +6% | +$321K | 0.02% | 720 |
|
|
2017
Q2 | $4.94M | Sell |
645,805
-244,575
| -27% | -$1.74M | 0.02% | 716 |
|
|
2017
Q1 | $6M | Sell |
890,380
-80,120
| -8% | -$499K | 0.02% | 633 |
|
|
2016
Q4 | $5.44M | Sell |
970,500
-54,010
| -5% | -$328K | 0.02% | 636 |
|
|
2016
Q3 | $6.8M | Sell |
1,024,510
-12,390
| -1% | -$79.4K | 0.03% | 515 |
|
|
2016
Q2 | $6.09M | Sell |
1,036,900
-73,085
| -7% | -$392K | 0.03% | 522 |
|
|
2016
Q1 | $5.71M | Sell |
1,109,985
-126,240
| -10% | -$579K | 0.03% | 487 |
|
|
2015
Q4 | $6.08M | Buy |
1,236,225
+63,140
| +5% | +$335K | 0.03% | 482 |
|
|
2015
Q3 | $5.75M | Sell |
1,173,085
-67,545
| -5% | -$360K | 0.03% | 467 |
|
|
2015
Q2 | $6.94M | Buy |
1,240,630
+804,220
| +184% | +$4.93M | 0.04% | 455 |
|
|
2015
Q1 | $2.34M | Buy |
436,410
+239,435
| +122% | +$1.21M | 0.01% | 876 |
|
|
2014
Q4 | $807K | Buy |
+196,975
| New | +$776K | ﹤0.01% | 1375 |
|
|
2014
Q3 | – | Sell |
-55,520
| Closed | -$186K | – | 2317 |
|
|
2014
Q2 | $186K | Sell |
55,520
-27,710
| -33% | -$95.8K | ﹤0.01% | 2022 |
|
|
2014
Q1 | $318K | Buy |
+83,230
| New | +$287K | ﹤0.01% | 1687 |
|
Other funds holding SONY
MIP
Stifel Financial's SONY Position: Q1 2026 in Review
Stifel Financial increased its Sony (SONY) stake by 0.18% in Q1 2026, buying an estimated $43.6K and bringing the position to 1,077,944 shares worth $22.3M. The position accounts for 0.02% of the portfolio, ranked #595.
Stifel Financial first reported a position in SONY in Q1 2014 and has held it in 48 quarters since. The position peaked at $29.9M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Stifel Financial held 1,077,944 shares of Sony worth $22.3M as of Q1 2026.
- Stifel Financial bought 1,948 Sony shares in Q1 2026, an estimated $43.6K.
- Sony made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #595 holding.
- Stifel Financial first reported a position in Sony in Q1 2014 and has held it in 48 quarters since.
- Stifel Financial's Sony position peaked at $29.9M in Q3 2025.
- 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.