UB
SONY icon

UMB Bank’s Sony SONY Stock Holding History

UMB Bank’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 		$135K Buy
6,499
+431
+7% +$9.66K ﹤0.01% 838
2025
Q4 		$155K Sell
6,068
-228
-4% -$6.4K ﹤0.01% 759
2025
Q3 		$181K Sell
6,296
-636
-9% -$17.1K ﹤0.01% 649
2025
Q2 		$180K Buy
6,932
+1,430
+26% +$35.8K ﹤0.01% 618
2025
Q1 		$140K Buy
5,502
+222
+4% +$5.13K ﹤0.01% 662
2024
Q4 		$112K Sell
5,280
-750
-12% -$14.6K ﹤0.01% 670
2024
Q3 		$116K Buy
6,030
+70
+1% +$1.28K ﹤0.01% 667
2024
Q2 		$101K Sell
5,960
-12,555
-68% -$208K ﹤0.01% 680
2024
Q1 		$317K Sell
18,515
-115
-0.6% -$2.11K 0.01% 481
2023
Q4 		$353K Buy
18,630
+5,745
+45% +$99.7K 0.01% 466
2023
Q3 		$212K Sell
12,885
-1,785
-12% -$31.1K ﹤0.01% 557
2023
Q2 		$264K Sell
14,670
-55
-0.4% -$1.03K ﹤0.01% 517
2023
Q1 		$267K Buy
14,725
+2,145
+17% +$37.2K ﹤0.01% 510
2022
Q4 		$192K Sell
12,580
-770
-6% -$11.5K ﹤0.01% 593
2022
Q3 		$172K Sell
13,350
-315
-2% -$5.05K ﹤0.01% 628
2022
Q2 		$224K Sell
13,665
-1,795
-12% -$31.8K ﹤0.01% 603
2022
Q1 		$318K Hold
15,460
– – ﹤0.01% 557
2021
Q4 		$391K Buy
+15,460
New +$368K ﹤0.01% 521

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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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