James T. Borello RIA
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James T. Borello RIA’s Sony SONY Stock Holding History

James T. Borello RIA’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 		$79K Buy
3,357
+280
+9% +$6.42K 0.02% 197
2026
Q2 		$61.7K Sell
3,077
-384
-11% -$8.09K 0.01% 216
2026
Q1 		$71.6K Buy
3,461
+3,084
+818% +$69.1K 0.02% 186
2025
Q4 		$9.7K Buy
377
+52
+16% +$1.46K ﹤0.01% 422
2025
Q3 		$9.36K Buy
+325
New +$8.74K ﹤0.01% 319

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 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
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

James T. Borello RIA's SONY Position: Q3 2026 in Review

James T. Borello RIA increased its Sony (SONY) stake by 9.1% in Q3 2026, buying an estimated $6.42K and bringing the position to 3,357 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #197.

James T. Borello RIA first reported a position in SONY in Q3 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • James T. Borello RIA held 3,357 shares of Sony worth $79K as of Q3 2026.
  • James T. Borello RIA bought 280 Sony shares in Q3 2026, an estimated $6.42K.
  • Sony made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #197 holding.
  • James T. Borello RIA first reported a position in Sony in Q3 2025 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.