Valley National Advisers’s Sony SONY Stock Holding History

Valley National Advisers’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
2025 Q2	–	Sell	-95	Closed	-$2K	–	852
2025 Q1	$2K	Buy	+95	New	+$2.19K	﹤0.01%	727
2019 Q2	–	Sell	-25	Closed	–	–	780
2019 Q1	$0	Hold	25	–	–	﹤0.01%	812
2018 Q4	$0	Hold	25	–	–	﹤0.01%	816
2018 Q3	$0	Hold	25	–	–	﹤0.01%	741
2018 Q2	$0	Hold	25	–	–	﹤0.01%	706
2018 Q1	$0	Hold	25	–	–	﹤0.01%	690
2017 Q4	$0	Hold	25	–	–	﹤0.01%	714
2017 Q3	$0	Hold	25	–	–	﹤0.01%	695
2017 Q2	$0	Hold	25	–	–	﹤0.01%	644
2017 Q1	$0	Hold	25	–	–	﹤0.01%	669
2016 Q4	$0	Hold	25	–	–	﹤0.01%	736
2016 Q3	$0	Hold	25	–	–	﹤0.01%	718
2016 Q2	$0	Hold	25	–	–	﹤0.01%	647
2016 Q1	$0	Hold	25	–	–	﹤0.01%	651
2015 Q4	$0	Hold	25	–	–	﹤0.01%	649
2015 Q3	$0	Hold	25	–	–	﹤0.01%	644
2015 Q2	$0	Hold	25	–	–	﹤0.01%	638
2015 Q1	$0	Hold	25	–	–	﹤0.01%	603
2014 Q4	$0	Buy	+25	New	+$99	﹤0.01%	436

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley National Advisers's SONY Position: Q2 2025 in Review

Valley National Advisers sold out of Sony (SONY) in Q2 2025, closing a stake of 95 shares — an estimated $2K sold.

Valley National Advisers first reported a position in SONY in Q4 2014 and held it in 19 quarters. The position peaked at $2K in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Valley National Advisers reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
Valley National Advisers sold 95 Sony shares in Q2 2025, an estimated $2K.
Valley National Advisers first reported a position in Sony in Q4 2014 and held it in 19 quarters.
Valley National Advisers's Sony position peaked at $2K in Q1 2025.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.