Transamerica Financial Advisors’s Sony SONY Stock Holding History

Transamerica Financial Advisors’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 Q2	$13.7K	Sell	680 -6,431	-90%	-$136K	﹤0.01%	935
2026 Q1	$147K	Buy	7,111 +108	+2%	+$2.42K	0.01%	441
2025 Q4	$179K	Buy	7,003 +6,664	+1,966%	+$187K	0.02%	383
2025 Q3	$9.79K	Buy	+339	New	+$9.12K	﹤0.01%	727
2024 Q3	–	Sell	-5	Closed	-$1K	–	655
2024 Q2	$1K	Hold	5	–	–	﹤0.01%	516
2024 Q1	$1K	Hold	5	–	–	﹤0.01%	561
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	574
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	595
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	566
2023 Q1	$1K	Hold	5	–	–	﹤0.01%	551
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	636
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	599
2022 Q2	$1K	Buy	+5	New	+$89	﹤0.01%	606
2017 Q1	–	Sell	-315	Closed	-$2K	–	430
2016 Q4	$2K	Buy	+315	New	+$1.91K	﹤0.01%	308
2013 Q3	–	Sell	-2,500	Closed	-$11K	–	631
2013 Q2	$11K	Buy	+2,500	New	+$9.39K	﹤0.01%	417

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Transamerica Financial Advisors's SONY Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Sony (SONY) stake by 90% in Q2 2026, selling an estimated $136K and leaving 680 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Transamerica Financial Advisors first reported a position in SONY in Q2 2013 and has held it in 15 quarters since. The position peaked at $179K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Transamerica Financial Advisors held 680 shares of Sony worth $13.7K as of Q2 2026.
Transamerica Financial Advisors sold 6,431 Sony shares in Q2 2026, an estimated $136K.
Sony made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #935 holding.
Transamerica Financial Advisors first reported a position in Sony in Q2 2013 and has held it in 15 quarters since.
Transamerica Financial Advisors's Sony position peaked at $179K in Q4 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.