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Zions Bancorporation, National Association’s Sony SONY Stock Holding History

Zions Bancorporation, National Association’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 		$32.6K Sell
1,623
-8
-0.5% -$169 ﹤0.01% 649
2026
Q1 		$33.8K Sell
1,631
-6
-0.4% -$134 ﹤0.01% 617
2025
Q4 		$41.9K Hold
1,637
– – ﹤0.01% 614
2025
Q3 		$47.1K Sell
1,637
-197
-11% -$5.3K ﹤0.01% 552
2025
Q2 		$47.7K Sell
1,834
-1
-0.1% -$25 ﹤0.01% 529
2025
Q1 		$46.6K Buy
+1,835
New +$42.4K ﹤0.01% 502

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Zions Bancorporation, National Association's SONY Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Sony (SONY) stake by 0.49% in Q2 2026, selling an estimated $169 and leaving 1,623 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Zions Bancorporation, National Association first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $47.7K in Q2 2025. 346 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Zions Bancorporation, National Association held 1,623 shares of Sony worth $32.6K as of Q2 2026.
  • Zions Bancorporation, National Association sold 8 Sony shares in Q2 2026, an estimated $169.
  • Sony made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #649 holding.
  • Zions Bancorporation, National Association first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Sony position peaked at $47.7K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.