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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
Q2 		$221K Buy
+11,005
New +$232K ﹤0.01% 1481
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Summit Financial's SONY Position: Q2 2026 in Review

Summit Financial opened a new position in Sony (SONY) in Q2 2026: 11,005 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: Summit Financial previously reported a position in SONY as recently as Q4 2025.

Summit Financial first reported a position in SONY in Q3 2025 and has held it in 3 quarters since. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Summit Financial held 11,005 shares of Sony worth $221K as of Q2 2026.
  • Sony was a new Summit Financial position in Q2 2026.
  • Sony made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1481 holding.
  • Summit Financial first reported a position in Sony in Q3 2025 and has held it in 3 quarters since.
  • 741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.