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West Financial Advisors’s Sony SONY Stock Holding History

West Financial Advisors’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 		– Sell
-105
Closed -$2.69K – 231
2025
Q4 		$2.69K Buy
+105
New +$2.95K ﹤0.01% 193
2022
Q2 		– Sell
-125
Closed -$3K – 192
2022
Q1 		$3K Buy
+125
New +$2.72K ﹤0.01% 172

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 $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

West Financial Advisors's SONY Position: Q1 2026 in Review

West Financial Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 105 shares — an estimated $2.69K sold.

West Financial Advisors first reported a position in SONY in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • West Financial Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 105 Sony shares in Q1 2026, an estimated $2.69K.
  • West Financial Advisors first reported a position in Sony in Q1 2022 and held it in 2 quarters.
  • West Financial Advisors's Sony position peaked at $3K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.