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Twin Peaks Wealth Advisors’s Sony SONY Stock Holding History

Twin Peaks Wealth 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
Q1 		$63.8K Buy
+3,084
New +$69.1K 0.02% 381
2025
Q3 		– Sell
-2,249
Closed -$61.1K – 1822
2025
Q2 		$61.1K Buy
+2,249
New +$56.3K 0.02% 308

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

Twin Peaks Wealth Advisors's SONY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Sony (SONY) in Q1 2026: 3,084 shares worth $63.8K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SONY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SONY in Q2 2025 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,084 shares of Sony worth $63.8K as of Q1 2026.
  • Sony was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Sony made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #381 holding.
  • Twin Peaks Wealth Advisors first reported a position in Sony in Q2 2025 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.