West Branch Capital’s Sony SONY Stock Holding History

West Branch Capital’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	-4	Closed	-$98	–	526
2025 Q1	$98	Hold	4	–	–	﹤0.01%	515
2024 Q4	$82	Sell	4 -1	-20%	-$19	﹤0.01%	534
2024 Q3	$75	Buy	+5	New	+$91	﹤0.01%	560

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

West Branch Capital's SONY Position: Q2 2025 in Review

West Branch Capital sold out of Sony (SONY) in Q2 2025, closing a stake of 4 shares — an estimated $98 sold.

West Branch Capital first reported a position in SONY in Q3 2024 and held it in 3 quarters. The position peaked at $98 in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

West Branch Capital reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 4 Sony shares in Q2 2025, an estimated $98.
West Branch Capital first reported a position in Sony in Q3 2024 and held it in 3 quarters.
West Branch Capital's Sony position peaked at $98 in Q1 2025.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.