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SVB Wealth’s Sony SONY Stock Holding History

SVB Wealth’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
-8,740
Closed -$224K – 408
2025
Q4 		$224K Sell
8,740
-158
-2% -$4.44K 0.01% 374
2025
Q3 		$256K Sell
8,898
-2,678
-23% -$72K 0.01% 375
2025
Q2 		$301K Buy
+11,576
New +$290K 0.02% 365
2025
Q1 		– Sell
-25,414
Closed -$538K – 1759
2024
Q4 		$538K Buy
+25,414
New +$495K 0.01% 411
2024
Q3 		– Sell
-31,020
Closed -$527K – 516
2024
Q2 		$527K Buy
31,020
+280
+0.9% +$4.63K 0.01% 418
2024
Q1 		$527K Sell
30,740
-22,655
-42% -$416K 0.01% 464
2023
Q4 		$1.01M Sell
53,395
-6,100
-10% -$106K 0.02% 333
2023
Q3 		$981K Sell
59,495
-5,535
-9% -$96.6K 0.02% 322
2023
Q2 		$1.17M Sell
65,030
-29,910
-32% -$561K 0.02% 316
2023
Q1 		$1.72M Sell
94,940
-1,705
-2% -$29.5K 0.02% 291
2022
Q4 		$1.47M Buy
96,645
+9,050
+10% +$135K 0.02% 330
2022
Q3 		$1.12M Buy
87,595
+25,375
+41% +$407K 0.02% 345
2022
Q2 		$1.02M Sell
62,220
-23,420
-27% -$415K 0.02% 323
2022
Q1 		$1.76M Buy
85,640
+20,780
+32% +$452K 0.02% 241
2021
Q4 		$1.64M Sell
64,860
-43,470
-40% -$1.04M 0.03% 244
2021
Q3 		$2.4M Buy
108,330
+18,110
+20% +$379K 0.03% 231
2021
Q2 		$1.75M Buy
90,220
+14,190
+19% +$288K 0.02% 277
2021
Q1 		$1.61M Buy
76,030
+6,035
+9% +$127K 0.02% 269
2020
Q4 		$1.42M Buy
69,995
+14,610
+26% +$254K 0.02% 276
2020
Q3 		$850K Buy
55,385
+6,020
+12% +$93.6K 0.01% 316
2020
Q2 		$682K Buy
49,365
+15,110
+44% +$196K 0.01% 322
2020
Q1 		$405K Buy
34,255
+16,770
+96% +$220K 0.01% 347
2019
Q4 		$237K Sell
17,485
-1,065
-6% -$13.3K ﹤0.01% 541
2019
Q3 		$219K Buy
+18,550
New +$209K ﹤0.01% 479

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SVB Wealth's SONY Position: Q1 2026 in Review

SVB Wealth sold out of Sony (SONY) in Q1 2026, closing a stake of 8,740 shares — an estimated $224K sold.

SVB Wealth first reported a position in SONY in Q3 2019 and held it in 24 quarters. The position peaked at $2.4M in Q3 2021. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • SVB Wealth reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 8,740 Sony shares in Q1 2026, an estimated $224K.
  • SVB Wealth first reported a position in Sony in Q3 2019 and held it in 24 quarters.
  • SVB Wealth's Sony position peaked at $2.4M in Q3 2021.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.