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WinCap Financial’s Sony SONY Stock Holding History

WinCap Financial’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
Q2 		$1.09M Buy
54,110
+4,139
+8% +$87.2K 0.59% 43
2026
Q1 		$1.03M Buy
49,971
+2,357
+5% +$52.8K 0.69% 36
2025
Q4 		$1.22M Buy
47,614
+671
+1% +$18.8K 0.84% 29
2025
Q3 		$1.35M Buy
46,943
+2,112
+5% +$56.8K 0.93% 28
2025
Q2 		$1.17M Sell
44,831
-9,110
-17% -$228K 0.94% 30
2025
Q1 		$1.37M Buy
53,941
+21,868
+68% +$505K 1.3% 21
2024
Q4 		$679K Buy
+32,073
New +$625K 0.69% 53

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

WinCap Financial's SONY Position: Q2 2026 in Review

WinCap Financial increased its Sony (SONY) stake by 8.3% in Q2 2026, buying an estimated $87.2K and bringing the position to 54,110 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #43.

WinCap Financial first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2025. 190 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • WinCap Financial held 54,110 shares of Sony worth $1.09M as of Q2 2026.
  • WinCap Financial bought 4,139 Sony shares in Q2 2026, an estimated $87.2K.
  • Sony made up 0.59% of WinCap Financial's portfolio in Q2 2026, its #43 holding.
  • WinCap Financial first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • WinCap Financial's Sony position peaked at $1.37M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.