Toth Financial Advisory
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Toth Financial Advisory’s Sony SONY Stock Holding History

Toth Financial Advisory’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 		$2.52K Hold
107
– – ﹤0.01% 761
2026
Q2 		$2.15K Sell
107
-15
-12% -$316 ﹤0.01% 744
2026
Q1 		$2.53K Buy
122
+107
+713% +$2.4K ﹤0.01% 698
2025
Q4 		$384 Buy
+15
New +$421 ﹤0.01% 824

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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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

Toth Financial Advisory's SONY Position: Q3 2026 in Review

Toth Financial Advisory held its Sony (SONY) position steady in Q3 2026 at 107 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Toth Financial Advisory first reported a position in SONY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.53K in Q1 2026. 402 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Toth Financial Advisory held 107 shares of Sony worth $2.52K as of Q3 2026.
  • Toth Financial Advisory left its Sony share count unchanged in Q3 2026.
  • Sony made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #761 holding.
  • Toth Financial Advisory first reported a position in Sony in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Sony position peaked at $2.53K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.