SYM Financial Corp
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SYM Financial Corp’s Sony SONY Stock Holding History

SYM Financial Corp’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 		$391K Buy
16,611
+2,300
+16% +$52.7K 0.03% 214
2026
Q2 		$287K Buy
14,311
+3,923
+38% +$82.7K 0.02% 270
2026
Q1 		$215K Sell
10,388
-2,075
-17% -$46.5K 0.02% 300
2025
Q4 		$319K Sell
12,463
-97
-0.8% -$2.72K 0.03% 211
2025
Q3 		$362K Buy
12,560
+148
+1% +$3.98K 0.04% 167
2025
Q2 		$323K Sell
12,412
-4
-0% -$100 0.04% 191
2025
Q1 		$315K Sell
12,416
-124
-1% -$2.86K 0.04% 161
2024
Q4 		$265K Buy
+12,540
New +$244K 0.03% 173

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp's SONY Position: Q3 2026 in Review

SYM Financial Corp increased its Sony (SONY) stake by 16% in Q3 2026, buying an estimated $52.7K and bringing the position to 16,611 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #214.

SYM Financial Corp first reported a position in SONY in Q4 2024 and has held it in 8 quarters since. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • SYM Financial Corp held 16,611 shares of Sony worth $391K as of Q3 2026.
  • SYM Financial Corp bought 2,300 Sony shares in Q3 2026, an estimated $52.7K.
  • Sony made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #214 holding.
  • SYM Financial Corp first reported a position in Sony in Q4 2024 and has held it in 8 quarters since.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.