VisionPoint Advisory Group’s Sony SONY Stock Holding History

VisionPoint Advisory Group’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 Q3	$222K	Buy	+9,421	New	+$216K	0.03%	421
2026 Q1	–	Sell	-9,116	Closed	-$233K	–	474
2025 Q4	$233K	Buy	9,116 +1,983	+28%	+$55.7K	0.05%	356
2025 Q3	$205K	Buy	+7,133	New	+$192K	0.04%	384
2024 Q2	–	Sell	-180	Closed	-$3.09K	–	874
2024 Q1	$3.09K	Buy	+180	New	+$3.31K	﹤0.01%	626
2023 Q4	–	Sell	-4,405	Closed	-$72.6K	–	870
2023 Q3	$72.6K	Buy	+4,405	New	+$76.9K	0.03%	219

Other funds holding SONY

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

VisionPoint Advisory Group's SONY Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Sony (SONY) in Q3 2026: 9,421 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #421 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in SONY as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in SONY in Q3 2023 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

VisionPoint Advisory Group held 9,421 shares of Sony worth $222K as of Q3 2026.
Sony was a new VisionPoint Advisory Group position in Q3 2026.
Sony made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #421 holding.
VisionPoint Advisory Group first reported a position in Sony in Q3 2023 and has held it in 5 quarters since.
VisionPoint Advisory Group's Sony position peaked at $233K in Q4 2025.
33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.