Stiles Financial Services
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Stiles Financial Services’s Sony SONY Stock Holding History

Stiles Financial Services’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
Q3 		$1.06M Sell
45,191
-3,603
-7% -$82.6K 0.27% 86
2026
Q2 		$979K Buy
48,794
+3,079
+7% +$64.9K 0.25% 87
2026
Q1 		$946K Sell
45,715
-982
-2% -$22K 0.29% 84
2025
Q4 		$1.2M Sell
46,697
-3,494
-7% -$98.1K 0.37% 76
2025
Q3 		$1.45M Sell
50,191
-4,507
-8% -$121K 0.46% 68
2025
Q2 		$1.42M Sell
54,698
-11,392
-17% -$285K 0.49% 67
2025
Q1 		$1.68M Sell
66,090
-14,116
-18% -$326K 0.64% 56
2024
Q4 		$1.7M Sell
80,206
-4,924
-6% -$95.9K 0.61% 56
2024
Q3 		$1.64M Sell
85,130
-170
-0.2% -$3.1K 0.58% 58
2024
Q2 		$1.45M Sell
85,300
-2,700
-3% -$44.6K 0.56% 57
2024
Q1 		$1.51M Sell
88,000
-2,995
-3% -$55.1K 0.6% 55
2023
Q4 		$1.72M Buy
90,995
+2,400
+3% +$41.6K 0.78% 43
2023
Q3 		$1.46M Sell
88,595
-2,810
-3% -$49K 0.76% 44
2023
Q2 		$1.65M Buy
91,405
+3,165
+4% +$59.4K 0.82% 36
2023
Q1 		$1.6M Buy
88,240
+975
+1% +$16.9K 0.86% 34
2022
Q4 		$1.33M Buy
87,265
+155
+0.2% +$2.32K 0.76% 41
2022
Q3 		$1.12M Buy
87,110
+21,500
+33% +$345K 0.68% 44
2022
Q2 		$1.07M Sell
65,610
-2,365
-3% -$41.9K 0.65% 50
2022
Q1 		$1.4M Buy
67,975
+1,670
+3% +$36.3K 0.7% 41
2021
Q4 		$1.68M Buy
+66,305
New +$1.58M 0.81% 37

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Contrarius Group Holdings
Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stiles Financial Services's SONY Position: Q3 2026 in Review

Stiles Financial Services reduced its Sony (SONY) stake by 7.4% in Q3 2026, selling an estimated $82.6K and leaving 45,191 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #86.

Stiles Financial Services first reported a position in SONY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q4 2023. 453 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Stiles Financial Services held 45,191 shares of Sony worth $1.06M as of Q3 2026.
  • Stiles Financial Services sold 3,603 Sony shares in Q3 2026, an estimated $82.6K.
  • Sony made up 0.27% of Stiles Financial Services's portfolio in Q3 2026, its #86 holding.
  • Stiles Financial Services first reported a position in Sony in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Sony position peaked at $1.72M in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.