Summit Securities Group’s Sony SONY Stock Holding History

Summit Securities Group’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
2021 Q4	–	Sell	-115	Closed	-$254K	–	925
2021 Q3	$254K	Buy	+115	New	+$2.41K	0.02%	576

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

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

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

Summit Securities Group's SONY Position: Q4 2025 in Review

Summit Securities Group sold out of Sony (SONY) in Q4 2025, closing a stake of 87 shares — an estimated $2.5K sold.

Summit Securities Group first reported a position in SONY in Q3 2019 and held it in 4 quarters. The position peaked at $721K in Q3 2019. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Summit Securities Group reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 87 Sony shares in Q4 2025, an estimated $2.5K.
Summit Securities Group first reported a position in Sony in Q3 2019 and held it in 4 quarters.
Summit Securities Group's Sony position peaked at $721K in Q3 2019.
819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.