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Sony Corporation shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Sony Corporation (SONY) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Sony Corporation

Tip: Access up to 7 years of quarterly data

All positions including Sony Corporation held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sony Corporation by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 14k 20.06

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
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Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Sony Corporation

Fisher Investments
PRIMECAP Management Company
Reed Conner & Birdwell
Morgan Stanley
Bank of America Corporation
Mondrian Investment Partners
BlackRock
Goldman Sachs Group
Capital Research and Management Company - Division 3
Northern Trust
Harding Loevner
Royal Bank of Canada
Envestnet Asset Management
Gabelli Funds
Natixis Asset Management Advisors

View all funds holding Sony Corporation