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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SONY — Sony Group Corp

CIK 1463217 IRVING, TX
Back to SONY Full portfolio

Position in SONY

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,630,737
-$135,221 QoQ
Shares Held
81,293
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 739 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SONY Over Time

Shares Held

Position Value (USD)

Position in Consumer Electronics

Technology · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $509,575,223 across 3 Consumer Electronics names. SONY ranks #2 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AAPL
Apple Inc.
 1,754,234 $507,605,150
2 SONY
Sony Group Corp
This page 		81,293 $1,630,737
3 LPL
LG Display Co., Ltd.
 87,233 $339,336

All Filings in SONY

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,630,737 81,293
2026-03-31 $1,765,958 85,312
2025-12-31 $2,282,752 89,170
2025-09-30 $2,559,373 88,898
2025-06-30 $1,643,325 63,132
2025-03-31 $1,519,286 59,838
2024-12-31 $1,284,919 60,724
2024-09-30 $1,149,376 11,902
2024-06-30 $953,054 11,219
2024-03-31 $1,037,454 12,100
2023-12-31 $1,143,855 12,080
2023-09-30 $205,283 2,491
2023-06-30 $286,687 3,184
2023-03-31 $256,811 2,833
2022-12-31 $266,522 3,494
2022-09-30 $213,094 3,327
2022-06-30 $331,495 4,054
2022-03-31 $448,329 4,365
2021-12-31 $737,923 5,838
2021-09-30 $653,417 5,909
2021-06-30 $755,788 7,774
2021-03-31 $828,468 7,815
2020-12-31 $3,295,152 32,593
2020-09-30 $10,675,311 139,092
2020-06-30 $12,589,748 182,117
2020-03-31 $10,720,397 181,149