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A&I Financial Services’s Sonoco SON Stock Holding History

A&I Financial Services’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,798
Closed -$854K – 84
2026
Q1 		$854K Sell
15,798
-1,393
-8% -$71.8K 0.4% 31
2025
Q4 		$750K Buy
+17,191
New +$712K 0.36% 37
2025
Q3 		– Sell
-11,572
Closed -$504K – 85
2025
Q2 		$504K Buy
+11,572
New +$518K 0.28% 48

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

A&I Financial Services's SON Position: Q2 2026 in Review

A&I Financial Services sold out of Sonoco (SON) in Q2 2026, closing a stake of 15,798 shares — an estimated $854K sold.

A&I Financial Services first reported a position in SON in Q2 2025 and held it in 3 quarters. The position peaked at $854K in Q1 2026. 506 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • A&I Financial Services reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • A&I Financial Services sold 15,798 Sonoco shares in Q2 2026, an estimated $854K.
  • A&I Financial Services first reported a position in Sonoco in Q2 2025 and held it in 3 quarters.
  • A&I Financial Services's Sonoco position peaked at $854K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.