Yousif Capital Management’s Sony SONY Stock Holding History

Yousif Capital Management’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	$205K	Sell	10,231 -41,825	-80%	-$882K	﹤0.01%	1614
2026 Q1	$1.08M	Hold	52,056	–	–	0.01%	1013
2025 Q4	$1.23M	Sell	52,056 -4,150	-7%	-$117K	0.01%	975
2025 Q3	$1.62M	Sell	56,206 -6,375	-10%	-$171K	0.02%	835
2025 Q2	$1.63M	Buy	62,581 +40,896	+189%	+$1.02M	0.02%	857
2025 Q1	$551K	Sell	21,685 -73,470	-77%	-$1.7M	0.01%	1398
2024 Q4	$2.01M	Hold	95,155	–	–	0.02%	749
2024 Q3	$1.84M	Sell	95,155 -9,805	-9%	-$179K	0.02%	821
2024 Q2	$1.78M	Sell	104,960 -4,450	-4%	-$73.6K	0.02%	820
2024 Q1	$1.88M	Sell	109,410 -1,800	-2%	-$33.1K	0.02%	839
2023 Q4	$2.11M	Buy	111,210 +7,150	+7%	+$124K	0.02%	787
2023 Q3	$1.72M	Sell	104,060 -875	-0.8%	-$15.3K	0.02%	836
2023 Q2	$1.89M	Sell	104,935 -900	-0.9%	-$16.9K	0.02%	816
2023 Q1	$1.92M	Buy	105,835 +450	+0.4%	+$7.8K	0.03%	797
2022 Q4	$1.61M	Hold	105,385	–	–	0.02%	892
2022 Q3	$1.35M	Buy	105,385 +1,450	+1%	+$23.2K	0.02%	1006
2022 Q2	$1.7M	Buy	103,935 +5,750	+6%	+$102K	0.02%	922
2022 Q1	$2.02M	Hold	98,185	–	–	0.02%	917
2021 Q4	$2.48M	Buy	+98,185	New	+$2.34M	0.03%	817

Other funds holding SONY

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

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

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Yousif Capital Management's SONY Position: Q2 2026 in Review

Yousif Capital Management reduced its Sony (SONY) stake by 80% in Q2 2026, selling an estimated $882K and leaving 10,231 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Yousif Capital Management first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.48M in Q4 2021. 152 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Yousif Capital Management held 10,231 shares of Sony worth $205K as of Q2 2026.
Yousif Capital Management sold 41,825 Sony shares in Q2 2026, an estimated $882K.
Sony made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1614 holding.
Yousif Capital Management first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Sony position peaked at $2.48M in Q4 2021.
152 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.