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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
Q2 		$169K Buy
8,437
+1,938
+30% +$40.9K ﹤0.01% 796
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 $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

UMB Bank's SONY Position: Q2 2026 in Review

UMB Bank increased its Sony (SONY) stake by 30% in Q2 2026, buying an estimated $40.9K and bringing the position to 8,437 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

UMB Bank first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $391K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • UMB Bank held 8,437 shares of Sony worth $169K as of Q2 2026.
  • UMB Bank bought 1,938 Sony shares in Q2 2026, an estimated $40.9K.
  • Sony made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #796 holding.
  • UMB Bank first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Sony position peaked at $391K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.