SONATA CAPITAL GROUP INC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 309,918
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 128 | 309,918 | 13F-HR | SONATA CAPITAL GROUP INC |
| Q1 2026 | 4/30/2026 | 123 | 271,094 | 13F-HR | SONATA CAPITAL GROUP INC |
| Q4 2025 | 1/26/2026 | 121 | 276,861 | 13F-HR | SONATA CAPITAL GROUP INC |
| Q3 2025 | 11/12/2025 | 121 | 270,789 | 13F-HR | SONATA CAPITAL GROUP INC |
| Q2 2025 | 7/30/2025 | 121 | 250,259 | 13F-HR | SONATA CAPITAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.52 K | 22.1% | 5.808 K | 0 | 5.808 K |
| ETFs | 216 K | 69.7% | 32.26 K | 0 | 32.26 K |
| Debt | 25.44 K | 8.2% | 765 | 0 | 765 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
309,918
Holdings
128
QoQ value change ($000)
38,824
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.