West Paces Advisors
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West Paces Advisors’s Sony SONY Stock Holding History

West Paces 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
Q3 		$32.8K Buy
1,394
+1,235
+777% +$28.3K 0.01% 320
2026
Q2 		$3.19K Buy
+159
New +$3.35K ﹤0.01% 517
2022
Q1 		– Sell
-5
Closed -$126 – 630
2021
Q4 		$126 Hold
5
– – ﹤0.01% 569
2021
Q3 		$111 Hold
5
– – ﹤0.01% 569
2021
Q2 		$97 Hold
5
– – ﹤0.01% 616
2021
Q1 		$106 Hold
5
– – ﹤0.01% 430
2020
Q4 		$101 Buy
+5
New +$87 ﹤0.01% 412

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

West Paces Advisors's SONY Position: Q3 2026 in Review

West Paces Advisors increased its Sony (SONY) stake by 777% in Q3 2026, buying an estimated $28.3K and bringing the position to 1,394 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #320.

West Paces Advisors first reported a position in SONY in Q4 2020 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • West Paces Advisors held 1,394 shares of Sony worth $32.8K as of Q3 2026.
  • West Paces Advisors bought 1,235 Sony shares in Q3 2026, an estimated $28.3K.
  • Sony made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #320 holding.
  • West Paces Advisors first reported a position in Sony in Q4 2020 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.