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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
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% -$2.87K 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 $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYM Financial Corp's SONY Position: Q1 2026 in Review

SYM Financial Corp reduced its Sony (SONY) stake by 17% in Q1 2026, selling an estimated $46.5K and leaving 10,388 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #300.

SYM Financial Corp first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • SYM Financial Corp held 10,388 shares of Sony worth $215K as of Q1 2026.
  • SYM Financial Corp sold 2,075 Sony shares in Q1 2026, an estimated $46.5K.
  • Sony made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #300 holding.
  • SYM Financial Corp first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Sony position peaked at $362K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.