UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SONY — Sony Group Corp

CIK 1463217 IRVING, TX

Position in SONY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,765,958

-$516,794 QoQ

Shares Held

85,312

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $449,213,576 across 3 Consumer Electronics names. SONY ranks #2 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	1,762,553	$447,318,325
2	SONY	Sony Group Corp This page	85,312	$1,765,958
3	LPL	LG Display Co., Ltd.	33,323	$129,293

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,765,958	85,312	-4.3%	Shares	Defined	2026-05-15
2025-12-31	$2,282,752	89,170	+0.3%	Shares	Defined	2026-02-17
2025-09-30	$2,559,373	88,898	+40.8%	Shares	Defined	2025-11-14
2025-06-30	$1,643,325	63,132	+5.5%	Shares	Defined	2025-08-11
2025-03-31	$1,519,286	59,838	-1.5%	Shares	Defined	2025-05-13
2024-12-31	$1,284,919	60,724	+410.2%	Shares	Defined	2025-02-13
2024-09-30	$229,875	11,902	+6.1%	Shares	Defined	2024-11-12
2024-06-30	$190,610	11,219	-7.3%	Shares	Defined	2024-08-14
2024-03-31	$207,490	12,100	+0.2%	Shares	Defined	2024-05-15
2023-12-31	$228,771	12,080	+384.9%	Shares	Defined	2024-02-14
2023-09-30	$41,056	2,491	-21.8%	Shares	Defined	2023-11-14
2023-06-30	$57,337	3,184	+12.4%	Shares	Defined	2023-08-14
2023-03-31	$51,362	2,833	-18.9%	Shares	Defined	2023-08-15
2022-12-31	$53,304	3,494	+5.0%	Shares	Defined	2023-02-15
2022-09-30	$42,618	3,327	-17.9%	Shares	Defined	2022-11-14
2022-06-30	$66,299	4,054	-7.1%	Shares	Defined	2022-08-11
2022-03-31	$89,665	4,365	-25.2%	Shares	Defined	2022-05-16
2021-12-31	$147,584	5,838	-1.2%	Shares	Defined	2022-02-14
2021-09-30	$130,683	5,909	-24.0%	Shares	Defined	2021-11-15
2021-06-30	$151,157	7,774	-0.5%	Shares	Defined	2021-08-13
2021-03-31	$165,693	7,815	-76.0%	Shares	Defined	2021-05-14
2020-12-31	$659,030	32,593	-76.6%	Shares	Defined	2021-02-17
2020-09-30	$2,135,062	139,092	-23.6%	Shares	Defined	2020-11-13
2020-06-30	$2,517,949	182,117	+0.5%	Shares	Defined	2020-08-13
2020-03-31	$2,144,079	181,149	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.