CAPTRUST FINANCIAL ADVISORS

Position in SONY — Sony Group Corp

CIK 1512024 RALEIGH, NC

Position in SONY

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

Position Value

$9,554,892

+$2,471,552 QoQ

Shares Held

461,589

+66.8% QoQ

Ownership

0.008%

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 10.70692759142874.ToString("F0")% Shared 0.ToString("F0")% None 89.29307240857126.ToString("F0")%

Technology · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $1,986,427,417 across 3 Consumer Electronics names. SONY ranks #2 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	7,788,222	$1,976,572,861
2	SONY	Sony Group Corp This page	461,589	$9,554,892
3	SONO	Sonos Inc	22,363	$299,664

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,554,892	461,589	+66.8%	Shares	Sole	2026-05-15
2025-12-31	$7,083,340	276,693	+52.4%	Shares	Sole	2026-02-17
2025-09-30	$5,226,939	181,554	-5.1%	Shares	Sole	2025-11-19
2025-06-30	$4,977,352	191,216	+11.5%	Shares	Sole	2025-08-15
2025-03-31	$4,352,303	171,418	+11.7%	Shares	Sole	2025-05-15
2024-12-31	$3,247,636	153,480	+334.9%	Shares	Sole	2025-02-14
2024-09-30	$681,629	35,292	-20.4%	Shares	Sole	2024-11-14
2024-06-30	$752,894	44,314	-27.7%	Shares	Sole	2024-08-15
2024-03-31	$1,051,515	61,320	-24.6%	Shares	Sole	2024-05-15
2023-12-31	$1,539,394	81,286	+63.6%	Shares	Sole	2024-02-14
2023-09-30	$818,858	49,682	+16.9%	Shares	Sole	2023-11-15
2023-06-30	$765,267	42,496	-1.9%	Shares	Sole	2023-08-15
2023-03-31	$785,699	43,337	+134.6%	Shares	Sole	2023-05-15
2022-12-31	$281,763	18,469	-13.2%	Shares	Sole	2023-02-15
2022-09-30	$272,532	21,275	-7.0%	Shares	Sole	2022-11-16
2022-06-30	$373,999	22,869	+22.1%	Shares	Sole	2022-08-23
2022-03-31	$384,628	18,724	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$462,624	18,300	-4.9%	Shares	Sole	2022-02-14
2021-09-30	$425,622	19,245	-22.6%	Shares	Sole	2021-11-16
2021-06-30	$483,766	24,880	+70.7%	Shares	Sole	2021-08-16
2021-03-31	$308,997	14,574	+55.8%	Shares	Sole	2021-05-17
2020-12-31	$189,178	9,356	+60.5%	Shares	Sole	2021-02-16
2020-09-30	$89,475	5,829	+65.0%	Shares	Sole	2020-11-17
2020-06-30	$48,847	3,533	+107.6%	Shares	Sole	2020-08-14
2020-03-31	$20,144	1,702	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.