Summit Financial’s Sony SONY Stock Holding History

Summit Financial’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	–	Sell	-7,886	Closed	-$202K	–	1459
2025 Q4	$202K	Buy	7,886 +422	+6%	+$11.8K	﹤0.01%	1246
2025 Q3	$215K	Buy	+7,464	New	+$201K	﹤0.01%	1180

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Financial's SONY Position: Q1 2026 in Review

Summit Financial sold out of Sony (SONY) in Q1 2026, closing a stake of 7,886 shares — an estimated $202K sold.

Summit Financial first reported a position in SONY in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Summit Financial reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Summit Financial sold 7,886 Sony shares in Q1 2026, an estimated $202K.
Summit Financial first reported a position in Sony in Q3 2025 and held it in 2 quarters.
Summit Financial's Sony position peaked at $215K in Q3 2025.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.