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Tompkins Financial’s Sony SONY Stock Holding History

Tompkins 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
Q3 		$5.88K Hold
250
– – ﹤0.01% 505
2026
Q2 		$5.01K Hold
250
– – ﹤0.01% 496
2026
Q1 		$5.17K Sell
250
-245
-49% -$5.49K ﹤0.01% 491
2025
Q4 		$12.7K Hold
495
– – ﹤0.01% 422
2025
Q3 		$14.3K Hold
495
– – ﹤0.01% 418
2025
Q2 		$12.9K Hold
495
– – ﹤0.01% 421
2025
Q1 		$12.6K Buy
495
+245
+98% +$5.66K ﹤0.01% 434
2024
Q4 		$5.29K Hold
250
– – ﹤0.01% 466
2024
Q3 		$4.83K Hold
250
– – ﹤0.01% 519
2024
Q2 		$4.25K Hold
250
– – ﹤0.01% 528
2024
Q1 		$4.29K Hold
250
– – ﹤0.01% 556
2023
Q4 		$4.74K Hold
250
– – ﹤0.01% 550
2023
Q3 		$4.12K Hold
250
– – ﹤0.01% 517
2023
Q2 		$4.5K Hold
250
– – ﹤0.01% 525
2023
Q1 		$4.53K Hold
250
– – ﹤0.01% 543
2022
Q4 		$4K Hold
250
– – ﹤0.01% 546
2022
Q3 		$3K Hold
250
– – ﹤0.01% 550
2022
Q2 		$4K Hold
250
– – ﹤0.01% 518
2022
Q1 		$5K Buy
+250
New +$5.43K ﹤0.01% 529
2019
Q1 		– Sell
-100
Closed -$1K – 423
2018
Q4 		$1K Hold
100
– – ﹤0.01% 398
2018
Q3 		$1K Hold
100
– – ﹤0.01% 412
2018
Q2 		$1K Hold
100
– – ﹤0.01% 413
2018
Q1 		$1K Hold
100
– – ﹤0.01% 410
2017
Q4 		$1K Hold
100
– – ﹤0.01% 376
2017
Q3 		$1K Hold
100
– – ﹤0.01% 410
2017
Q2 		$1K Hold
100
– – ﹤0.01% 365
2017
Q1 		$1K Hold
100
– – ﹤0.01% 357
2016
Q4 		$1K Hold
100
– – ﹤0.01% 370
2016
Q3 		$1K Hold
100
– – ﹤0.01% 377
2016
Q2 		$1K Hold
100
– – ﹤0.01% 518
2016
Q1 		$1K Hold
100
– – ﹤0.01% 478
2015
Q4 		$0 Hold
100
– – ﹤0.01% 533
2015
Q3 		$0 Hold
100
– – ﹤0.01% 508
2015
Q2 		$1K Buy
+100
New +$613 ﹤0.01% 493

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Tompkins Financial's SONY Position: Q3 2026 in Review

Tompkins Financial held its Sony (SONY) position steady in Q3 2026 at 250 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Tompkins Financial first reported a position in SONY in Q2 2015 and has held it in 34 quarters since. The position peaked at $14.3K in Q3 2025. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Tompkins Financial held 250 shares of Sony worth $5.88K as of Q3 2026.
  • Tompkins Financial left its Sony share count unchanged in Q3 2026.
  • Sony made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #505 holding.
  • Tompkins Financial first reported a position in Sony in Q2 2015 and has held it in 34 quarters since.
  • Tompkins Financial's Sony position peaked at $14.3K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.