Public record / Tickers / SONY

SONY — Sony Group Corp†

Both disclosure regimes on one name: who in Congress filed about SONY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
22
all PTR rows naming SONY
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

SELL · traded 2023-07-10 → filed 2023-08-13. Ranked over every SONY row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SONY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SONY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$15K–$50K
2026-02-09Steve Cohen D–TN-9BUYTraded 12-26 filed −320d before trade$1K–$15Kdate anomaly
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in SONY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SONY in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$15.0K to $50.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SONY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SONY GROUP CORP

Merged timeline of congressional filings and notable-manager moves on SONY
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$15K–$50K

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SONY for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1PRIMECAP MANAGEMENT CO/CA/$1.2B1
2Aristotle Capital Management, LLC$909M1
3MORGAN STANLEY$517M1
4BANK OF AMERICA CORP /DE/$352M1
5BlackRock, Inc.$194M1
6NORTHERN TRUST CORP$152M1
7Capital International Investors$147M1
8HARDING LOEVNER LP$137M1
9ROYAL BANK OF CANADA$136M1
10ENVESTNET ASSET MANAGEMENT INC$122M1
11Clearbridge Investments, LLC$105M1
12FMR LLC$104M1
13Capital World Investors$103M1
14D. E. Shaw & Co., Inc.$74.1M1
15WELLS FARGO & COMPANY/MN$66.4M1
16UBS Group AG$59.7M1
17SEI INVESTMENTS CO$59.2M1
18DIMENSIONAL FUND ADVISORS LP$46.1M1
19RAYMOND JAMES FINANCIAL INC$44.4M1
20Alberta Investment Management Corp$41.3M1
21CIBC Bancorp USA Inc.$40.5M1
22JANE STREET GROUP, LLC$40.1M1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.0M1
24WCM INVESTMENT MANAGEMENT, LLC$38.8M1
25Creative Planning$38.8M1
26Clark Capital Management Group, Inc.$36.8M1
27ASSETMARK, INC$34.4M1
28Pictet North America Advisors SA$32.8M1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.8M1
30AMERICAN CENTURY COMPANIES INC$27.5M1
31LPL Financial LLC$26.2M1
32Connor, Clark & Lunn Investment Management Ltd.$26.0M1
33STIFEL FINANCIAL CORP$22.3M1
34Quantinno Capital Management LP$21.5M1
35BALYASNY ASSET MANAGEMENT L.P.$21.1M1
36MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20.1M1
37CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.0M1
38Martin Investment Management, LLC$18.4M1
39O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.4M1
40Arnhold LLC$17.3M1
41CABOT WEALTH MANAGEMENT INC$17.2M1
42Invesco Ltd.$16.9M1
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.6M1
44US BANCORP \DE\$15.4M1
45Cerity Partners LLC$15.1M1
46CLARK ESTATES INC/NY$14.3M1
47CITADEL ADVISORS LLC$14.0M1
48THORNBURG INVESTMENT MANAGEMENT INC$13.9M1
49Rockefeller Capital Management L.P.$13.7M1
50RENAISSANCE TECHNOLOGIES LLC$13.6M1
51CAMBIAR INVESTORS LLC$12.9M1
52AQR CAPITAL MANAGEMENT LLC$12.8M1
53BANK OF MONTREAL /CAN/$12.5M1
54Point72 Asset Management, L.P.$11.7M1
55Rock Point Advisors, LLC$10.7M1
56BCWM, LLC$10.1M1
57Crossmark Global Holdings, Inc.$10.1M1
58Live Oak Private Wealth LLC$9.4M1
59TD Waterhouse Canada Inc.$9.0M1
60Cetera Investment Advisers$8.8M1
61Foresight Global Investors, Inc.$8.4M1
62Mariner, LLC$8.3M1
63OPPENHEIMER ASSET MANAGEMENT INC.$7.9M1
64QRG CAPITAL MANAGEMENT, INC.$7.5M1
65CITIGROUP INC$7.5M1
66TRUIST FINANCIAL CORP$7.4M1
67Walleye Capital LLC$7.3M1
68Boston Partners$7.2M1
69Pinnacle Financial Partners, Inc.$7.1M1
70Pathstone Holdings, LLC$7.0M1
71MML INVESTORS SERVICES, LLC$6.9M1
72MARKEL GROUP INC.$6.9M1
73Focus Partners Wealth$6.5M1
74Vanguard Personalized Indexing Management, LLC$6.5M1
75MERCER GLOBAL ADVISORS INC /ADV$6.5M1
76Orion Porfolio Solutions, LLC$6.5M1
77MILLENNIUM MANAGEMENT LLC$6.4M1
78Y-Intercept (Hong Kong) Ltd$6.1M1
79Laird Norton Wetherby Trust Company, LLC$6.1M1
80Generali Investments CEE, investicni spolecnost, a.s.$6.0M1
81CWM, LLC$5.7M1
82SCOTIA CAPITAL INC.$5.7M1
831832 Asset Management L.P.$5.6M1
84Vestmark Advisory Solutions, Inc.$5.6M1
85Inlet Private Wealth, LLC$5.6M1
86EAGLE GLOBAL ADVISORS LLC$5.5M1
87RENAISSANCE GROUP LLC$5.3M1
88Callan Family Office, LLC$5.3M1
89HighTower Advisors, LLC$5.0M1
90Sanctuary Advisors, LLC$4.9M1
91Stamos Capital Partners, L.P.$4.8M1
92Waverly Advisors, LLC$4.8M1
93Atria Investments, Inc$4.8M1
94LAZARD ASSET MANAGEMENT LLC$4.7M1
95American Trust Investment Advisors, LLC$4.7M1
96OSAIC HOLDINGS, INC.$4.7M1
97Dynamic Technology Lab Private Ltd$4.6M1
98Vise Technologies, Inc.$4.5M1
99QUADRANT CAPITAL GROUP LLC$4.4M1
100Aquatic Capital Management LLC$4.4M1
101STATE STREET CORP$4.4M1
102Timber Creek Capital Management LLC$4.3M1
103Humankind Investments LLC$4.2M1
104&PARTNERS$3.9M1
105NewEdge Wealth, LLC$3.9M1
106Vident Advisory, LLC$3.8M1
107RITHOLTZ WEALTH MANAGEMENT$3.8M1
108M&T BANK CORP$3.8M1
109MACKENZIE FINANCIAL CORP$3.7M1
110Aperture Investors, LLC$3.7M1
111OPPENHEIMER & CO INC$3.7M1
112Corient Private Wealth LLC$3.6M1
113Sequoia Financial Advisors, LLC$3.6M1
114SouthState Bank Corp$3.4M1
115COMMONWEALTH EQUITY SERVICES, LLC$3.3M1
116FIRST TRUST ADVISORS LP$3.2M1
117Kestra Advisory Services, LLC$3.2M1
118BTC Capital Management, Inc.$3.2M1
119SIGNATUREFD, LLC$3.1M1
120TOCQUEVILLE ASSET MANAGEMENT L.P.$3.1M1
121Oxbow Advisors, LLC$3.0M1
122Schonfeld Strategic Advisors LLC$3.0M1
123DAVENPORT & Co LLC$2.9M1
124Capital International, Inc./CA/$2.8M1
125Naviter Wealth, LLC$2.7M1
126JCIC Asset Management Inc.$2.7M1
127IEQ CAPITAL, LLC$2.6M1
128Allspring Global Investments Holdings, LLC$2.5M1
129CHOREO, LLC$2.4M1
130FRANKLIN RESOURCES INC$2.4M1
131FIFTH THIRD BANCORP$2.3M1
132BENJAMIN EDWARDS INC$2.3M1
133J. Safra Sarasin Holding AG$2.3M1
134Beacon Pointe Advisors, LLC$2.3M1
135Columbia Asset Management$2.2M1
136FACTORY MUTUAL INSURANCE CO$2.2M1
137KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$2.2M1
138Ellsworth Advisors, LLC$2.1M1
139Clearstead Advisors, LLC$2.1M1
140Central Pacific Bank - Trust Division$2.1M1
141Mill Creek Capital Advisors, LLC$2.1M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
143Compound Planning, Inc.$2.0M1
144Vontobel Holding Ltd.$2.0M1
145Caprock Group, LLC$2.0M1
146Summit Trail Advisors, LLC$2.0M1
147Bleakley Financial Group, LLC$2.0M1
148Waldron Private Wealth LLC$1.9M1
149Barden Capital Management, Inc.$1.9M1
150ABN AMRO INVESTMENT SOLUTIONS$1.9M1
151Aviso Financial Inc.$1.9M1
152Successful Portfolios LLC$1.9M1
153Aaron Wealth Advisors LLC$1.8M1
154UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
155Frank, Rimerman Advisors LLC$1.7M1
156Strategic Global Advisors, LLC$1.7M1
157GFS Advisors, LLC$1.7M1
158CIBC Asset Management Inc$1.7M1
159EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
160DIVERSIFY WEALTH MANAGEMENT, LLC$1.6M1
161ALLIANCEBERNSTEIN L.P.$1.6M1
162DOLIVER ADVISORS, LP$1.6M1
163Squarepoint Ops LLC$1.6M1
164Ballentine Partners, LLC$1.6M1
165Limestone Investment Advisors LP$1.6M1
166Calamos Advisors LLC$1.5M1
167Marks Group Wealth Management, Inc$1.5M1
168NewEdge Advisors, LLC$1.5M1
169FIGURE 8 INVESTMENT STRATEGIES LLC$1.5M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
171EXENCIAL WEALTH ADVISORS, LLC$1.4M1
172GTS SECURITIES LLC$1.4M1
173Qtron Investments LLC$1.4M1
17417 CAPITAL PARTNERS, LLC$1.4M1
175XTX Topco Ltd$1.3M1
176Royal Fund Management, LLC$1.3M1
177Dorsey & Whitney Trust CO LLC$1.3M1
178MAI Capital Management$1.2M1
179Prosperity Consulting Group, LLC$1.2M1
180INTRUST BANK NA$1.2M1
181PRINCIPAL SECURITIES, INC.$1.2M1
182BAILARD, INC.$1.1M1
183Advisory Resource Group$1.1M1
184Smartleaf Asset Management LLC$1.1M1
185GUGGENHEIM CAPITAL LLC$1.1M1
186WINCAP FINANCIAL LLC$1.0M1
187Sunstone Asset Management, L.P.$1.0M1
188SUSQUEHANNA INTERNATIONAL GROUP, LLP$967K1
189Alhambra Investment Management LLC$965K1
190HANCOCK WHITNEY CORP$952K1
191Composition Wealth, LLC$945K1
192WEALTH ALLIANCE, LLC$943K1
193REGIONS FINANCIAL CORP$926K1
194Snowden Capital Advisors LLC$920K1
195EARNEST PARTNERS LLC$868K1
196HB Wealth Management, LLC$868K1
197Marex Group Ltd$863K1
198MITCHELL & PAHL PRIVATE WEALTH, LLC$860K1
199OpenArc Corporate Advisory, LLC$841K1
200EP Wealth Advisors, LLC$837K1
201Future Fund LLC$827K1
202TRUSTMARK BANK TRUST DEPARTMENT$820K1
203Beck Bode, LLC$814K1
204Private Advisor Group, LLC$788K1
205PDS Planning, Inc$757K1
206Henshaw Capital LLC$757K1
207Gibbs Wealth Management$738K1
208Walleye Trading LLC$732K1
209GC Wealth Management RIA, LLC$728K1
210Five Oceans Advisors$718K1
211PCM Encore, LLC$708K1
212Portside Wealth Group, LLC$705K1
213FIDUCIARY TRUST CO$698K1
214BROWN ADVISORY INC$694K1
215TWO SIGMA SECURITIES, LLC$683K1
216CREDIT AGRICOLE S A$675K1
217Moors & Cabot, Inc.$668K1
218Steward Partners Investment Advisory, LLC$661K1
219SAGESPRING WEALTH PARTNERS, LLC$658K1
220PERSONAL CFO SOLUTIONS, LLC$654K1
221Pitcairn Wealth Advisors LLC$652K1
222May Hill Capital, LLC$650K1
223COLDSTREAM CAPITAL MANAGEMENT INC$647K1
224Apollon Wealth Management, LLC$645K1
225Fiera Capital Corp$644K1
226Blue Trust, Inc.$644K1
227Lido Advisors, LLC$640K1
228Bridgefront Capital, LLC$636K1
229ALLIANZ SE$634K1
230Advisors Asset Management, Inc.$627K1
231Bridgewater Advisors Inc.$620K1
232Third View Private Wealth, LLC$612K1
233LHM, INC.$611K1
234Checchi Capital Advisers, LLC$606K1
235FOX RUN MANAGEMENT, L.L.C.$603K1
236BLAIR WILLIAM & CO/IL$593K1
237LVW Advisors, LLC$589K1
238Americana Partners, LLC$589K1
239BKM Wealth Management, LLC$586K1
240HUB Investment Partners, LLC$585K1
241Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$580K1
242One Wealth Advisors, LLC$580K1
243Y.D. More Investments Ltd$578K1
244Nuveen, LLC$570K1
245Minneapolis Portfolio Management Group, LLC$569K1
246FLPUTNAM INVESTMENT MANAGEMENT CO$565K1
247TCTC Holdings, LLC$555K1
248Envestnet Portfolio Solutions, Inc.$551K1
249OneDigital Investment Advisors LLC$550K1
250MISSION WEALTH MANAGEMENT, LP$547K1
251Cresset Asset Management, LLC$547K1
252BSW Wealth Partners$542K1
253BigSur Wealth Management LLC$537K1
254Independent Advisor Alliance$537K1
255EVOLVE PRIVATE WEALTH, LLC$535K1
256Intesa Sanpaolo S.p.A.$530K1
257NORDEN GROUP LLC$529K1
258Engineers Gate Manager LP$528K1
259ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$526K1
260PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$523K1
261Seed Wealth Management, Inc.$520K1
262West Family Investments, Inc.$518K1
263Heritage Family Offices, LLP$516K1
264Key FInancial Inc$515K1
265ANCHYRA PARTNERS LLC$512K1
266SAGE RHINO CAPITAL LLC$502K1
267Concurrent Investment Advisors, LLC$501K1
268World Investment Advisors$495K1
269Dorato Capital Management$493K1
270AlphaCore Capital LLC$493K1
271COMMERCE BANK$486K1
272Twelve Points Wealth Management LLC$476K1
273HBK Sorce Advisory LLC$475K1
274Integrated Advisors Network LLC$475K1
275Kathmere Capital Management, LLC$472K1
276ELEVATION POINT WEALTH PARTNERS, LLC$471K1
277Savvy Advisors, Inc.$470K1
278Gallacher Capital Management LLC$470K1
279Janus Henderson Group Ltd.$466K1
280LONDON CO OF VIRGINIA$455K1
281INSIGNEO ADVISORY SERVICES, LLC$455K1
282Resonant Capital Advisors, LLC$452K1
283DIVERSIFIED MANAGEMENT INC$447K1
284SUMMITRY LLC$443K1
285Federation des caisses Desjardins du Quebec$443K1
286Focus Partners Advisor Solutions, LLC$443K1
287Philip James Wealth Mangement, LLC$436K1
288Hilltop Holdings Inc.$434K1
289Alvarez & Marsal Private Wealth Partners, LLC$428K1
290Rehmann Capital Advisory Group$428K1
291BERKSHIRE ASSET MANAGEMENT LLC/PA$424K1
292Steadtrust LLC$422K1
293Aprio Wealth Management, LLC$422K1
294Bayforest Capital Ltd$421K1
295Wealthspire Advisors, LLC$418K1
296Ovata Capital Management Ltd$402K1
297MGO ONE SEVEN LLC$402K1
298BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$399K1
299Wedmont Private Capital$396K1
300Gateway Wealth Partners, LLC$393K1
301Savant Capital, LLC$384K1
302Hardy Reed LLC$382K1
303Cetera Trust Company, N.A$373K1
304JOURNEY STRATEGIC WEALTH LLC$372K1
305U.S. Capital Wealth Advisors, LLC$371K1
306Equitable Holdings, Inc.$363K1
307Pinnacle Wealth Planning Services, Inc.$362K1
308Optas, LLC$359K1
309SHUFRO ROSE & CO LLC$357K1
310First Affirmative Financial Network$355K1
311Merit Financial Group, LLC$355K1
312Allworth Financial LP$347K1
313SEARLE & CO.$342K1
314Leonteq Securities AG$337K1
315Perigon Wealth Management, LLC$337K1
316Sowell Financial Services LLC$329K1
317HSBC HOLDINGS PLC$327K1
318Frec Markets, Inc.$323K1
319PINNACLE ASSOCIATES LTD$322K1
320EVOKE WEALTH, LLC$316K1
321Ascent Group, LLC$315K1
322Stratos Wealth Advisors, LLC$313K1
323MENORA MIVTACHIM HOLDINGS LTD.$311K1
324Aljian Capital Management, LLC$307K1
325AIGEN INVESTMENT MANAGEMENT, LP$306K1
326NICOLET BANKSHARES INC$300K1
327XPONANCE LLC$299K1
328CERTIOR FINANCIAL GROUP, LLC$296K1
329Pekin Hardy Strauss, Inc.$294K1
330SEEDS INVESTOR LLC$292K1
331Arax Advisory Partners$291K1
332B. Riley Wealth Advisors, Inc.$290K1
333Baird Financial Group, Inc.$286K1
334Sivia Capital Partners, LLC$286K1
335Traveka Wealth, LLC$285K1
336Addison Advisors LLC$285K1
337Wilkinson Global Asset Management LLC$284K1
338Abel Hall, LLC$278K1
339Capital Investment Advisory Services, LLC$272K1
340South Shore Capital Advisors$269K1
341Ameritas Advisory Services, LLC$267K1
342LAUREL OAK WEALTH MANAGEMENT, LLC$266K1
343Capital Group Private Client Services, Inc.$265K1
344JOHNSON INVESTMENT COUNSEL INC$264K1
345AE Wealth Management LLC$262K1
346Chicago Capital, LLC$261K1
347White Knight Strategic Wealth Advisors, LLC$256K1
348Livet Wealth, LLC$255K1
349WCG Wealth Advisors LLC$254K1
350Opes Wealth Management LLC$249K1
351Bank Julius Baer & Co. Ltd, Zurich$248K1
352GeoWealth Management, LLC$248K1
353OneAscent Financial Services LLC$247K1
354DELTA FINANCIAL ADVISORS LLC$244K1
355DEUTSCHE BANK AG\$239K1
356Cromwell Holdings LLC$237K1
357Blueshift Asset Management, LLC$234K1
358DRIVE WEALTH MANAGEMENT, LLC$234K1
359PFG Investments, LLC$233K1
360180 WEALTH ADVISORS, LLC$231K1
361Avior Wealth Management, LLC$227K1
362Advisor OS, LLC$226K1
363Keel Point, LLC$225K1
364ANGELES WEALTH MANAGEMENT, LLC$225K1
365Diversified Trust Co$224K1
366Gryphon Financial Partners LLC$222K1
367Mutual Advisors, LLC$222K1
368ONE WEALTH CAPITAL MANAGEMENT, LLC$220K1
369Crewe Advisors LLC$218K1
370Baker Ellis Asset Management LLC$218K1
371Jacobi Capital Management LLC$217K1
372MEYER HANDELMAN CO$216K1
373SYM FINANCIAL Corp$215K1
374RIVERSEDGE ADVISORS, LLC$214K1
375BAKER TILLY WEALTH MANAGEMENT, LLC$213K1
376Choate Investment Advisors$213K1
377Dynasty Wealth Management, LLC$212K1
378Abundance Wealth Counselors$207K1
379SAPIENT CAPITAL LLC$207K1
380Baron Wealth Management LLC$204K1
381JACKSON THORNTON WEALTH MANAGEMENT, LLC$204K1
382Csenge Advisory Group$204K1
383KESTRA PRIVATE WEALTH SERVICES, LLC$204K1
384STEPHENS INC /AR/$202K1
385Transamerica Financial Advisors, LLC$147K1
386UMB Bank, n.a.$135K1
387MATHER GROUP, LLC.$119K1
388NATIXIS ADVISORS, LLC$106K1
389Hilltop National Bank$98.9K1
390Geneos Wealth Management Inc.$94.7K1
391FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$82.8K1
392LOM Asset Management Ltd$82.8K1
393Legend Capital Advisors LLC$77.6K1
394Grove Bank & Trust$73.9K1
395THRIVENT FINANCIAL FOR LUTHERANS$71.8K1
396Manchester Capital Management LLC$71.3K1
397Owl Creek Wealth Partners LLC$65.5K1
398Parkside Financial Bank & Trust$64.3K1
399SJS Investment Consulting Inc.$54.6K1
400PITTENGER & ANDERSON INC$46.9K1
401Ameliora Wealth Management Ltd.$45.5K1
402Atlantic Union Bankshares Corp$45.2K1
403CENTRAL TRUST Co$42.6K1
404True Wealth Design, LLC$42.1K1
405Founders Capital Management$41.5K1
406EFG International AG$39.9K1
407Annis Gardner Whiting Capital Advisors, LLC$35.9K1
408Physician Wealth Advisors, Inc.$33.2K1
409Evelyn Partners Asset Management Ltd$33.1K1
410JFS WEALTH ADVISORS, LLC$31.3K1
411CVA Family Office, LLC$29.6K1
412Signature Equity Partners, LLC$29.4K1
413Wellington Grp LLC$27.9K1
414Bell Investment Advisors, Inc$27.6K1
415Tacita Capital Inc$26.4K1
416Larson Financial Group LLC$24.5K1
417COUNTRY TRUST BANK$24.2K1
418TD Capital Management LLC$24.0K1
419Opal Wealth Advisors, LLC$23.6K1
420Measured Wealth Private Client Group, LLC$23.5K1
421FEDERATED HERMES, INC.$21.3K1
422Asset Dedication, LLC$20.4K1
423FOSTER DYKEMA CABOT & PARTNERS, LLC$19.4K1
424AMERIFLEX GROUP, INC.$19.3K1
425Advocate Investing Services LLC$17.5K1
426Cherry Tree Wealth Management, LLC$17.1K1
427NATIONAL BANK OF CANADA /FI/$16.6K1
428Triumph Capital Management$16.3K1
429Destiny Wealth Partners, LLC$14.9K1
430FINANCIAL CONSULATE, INC$14.8K1
431Spire Wealth Management$14.0K1
432MASECO LLP$13.5K1
433Frazier Financial Advisors, LLC$12.2K1
434Valued Wealth Advisors LLC$11.9K1
435Cassaday & Co Wealth Management LLC$11.5K1
436BROWN, LISLE/CUMMINGS, INC.$11.3K1
437Financial Network Wealth Advisors LLC$11.2K1
438Intentional Wealth Strategies, LLC$11.2K1
439Retirement Wealth Solutions LLC$11.0K1
440GHP Investment Advisors, Inc.$11.0K1
441SHP Wealth Management$10.6K1
442Jackson, Grant Investment Advisers, Inc.$10.5K1
443HM PAYSON & CO$10.4K1
444ALBION FINANCIAL GROUP /UT$10.1K1
445Acumen Wealth Advisors, LLC$9.8K1
446PROFFITT & GOODSON INC$8.3K1
447CNB Bank$8.3K1
448Truvestments Capital LLC$7.4K1
449Fairman Group, LLC$7.3K1
450SALEM INVESTMENT COUNSELORS INC$7.1K1
451JPL Wealth Management, LLC$7.1K1
452BFSG, LLC$6.9K1
453MONTAG A & ASSOCIATES INC$6.4K1
454MidFirst Bank$6.2K1
455Bangor Savings Bank$5.8K1
456Prestige Wealth Management Group LLC$5.8K1
457American Capital Advisory, LLC$5.8K1
458MV CAPITAL MANAGEMENT, INC.$5.6K1
459TOMPKINS FINANCIAL CORP$5.2K1
460PARK AVENUE SECURITIES LLC$4.9K1
461Beaird Harris Wealth Management, LLC$4.7K1
462Godfrey Financial Associates, Inc.$4.2K1
463DAGCO, INC.$4.1K1
464Abound Wealth Management$3.9K1
465DecisionPoint Financial, LLC$3.3K1
466Granite FO LLC$3.3K1
467TOTH FINANCIAL ADVISORY CORP$2.5K1
468Elevated Capital Advisors, LLC$2.4K1
469WPG Advisers, LLC$2.4K1
470Wealth Science Advisors LLC$2.4K1
471Dogwood Wealth Management LLC$2.2K1
472JNBA Financial Advisors$2.2K1
473WOLFF WIESE MAGANA LLC$2.1K1
474SITTNER & NELSON, LLC$2.1K1
475Rachor Investment Advisory Services, LLC$2.1K1
476NATURAL INVESTMENTS, LLC$1.7K1
477Darwin Wealth Management, LLC$1.7K1
478Stone House Investment Management, LLC$1.7K1
479GODSEY & GIBB, INC$1.6K1
480Kilter Group LLC$1.5K1
481NFSG Corp$1.5K1
482Tower Research Capital LLC (TRC)$1.4K1
483MBM WEALTH CONSULTANTS, LLC$1.1K1
484Caitong International Asset Management Co., Ltd$1.1K1
485Quaker Wealth Management, LLC$9321
486Kingdom Financial Group LLC.$7481
487EASTERN BANK$7251
488Nvest Wealth Strategies, Inc.$3521
489PEAPACK GLADSTONE FINANCIAL CORP$2871
490HHM Wealth Advisors, LLC$2071
491Smallwood Wealth Investment Management, LLC$2071
492Maj Invest Holding A/S$1141
493CENTAURUS FINANCIAL, INC.$1091
494JTC Employer Solutions Trustee Ltd$831
495Capital Analysts, LLC$231
496Smithfield Trust Co$51
497Avion Wealth$21
498GLENMEDE TRUST CO NA— value not disclosed1
499HARBOUR INVESTMENTS, INC.— value not disclosed1
500ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
Truncated by Public Filings. Every one of the 497 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$14.0K to $63.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SONY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SONY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SONY · financials and macro

Financials — as filed PLANNED

SONY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SONY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing