Advocate Group’s Sonoco SON Stock Holding History

Advocate Group’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 Q3	$231K	Buy	+4,723	New	+$258K	0.04%	114
2024 Q4	–	Sell	-3,920	Closed	-$214K	–	119
2024 Q3	$214K	Buy	+3,920	New	+$205K	0.04%	114
2024 Q2	–	Sell	-3,920	Closed	-$227K	–	126
2024 Q1	$227K	Sell	3,920 -300	-7%	-$17.1K	0.05%	109
2023 Q4	$236K	Sell	4,220 -768	-15%	-$41.7K	0.05%	111
2023 Q3	$271K	Hold	4,988	–	–	0.06%	103
2023 Q2	$294K	Hold	4,988	–	–	0.06%	107
2023 Q1	$304K	Sell	4,988 -157	-3%	-$9.31K	0.07%	105
2022 Q4	$312K	Sell	5,145 -257	-5%	-$15.4K	0.07%	103
2022 Q3	$306K	Sell	5,402 -100	-2%	-$6.15K	0.08%	98
2022 Q2	$314K	Buy	+5,502	New	+$327K	0.07%	103

Other funds holding SON

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Meadow Creek Wealth Advisors Atlanta, Georgia $170M AUM 25.04% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Advocate Group's SON Position: Q3 2026 in Review

Advocate Group opened a new position in Sonoco (SON) in Q3 2026: 4,723 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings. This is a return to the name: Advocate Group previously reported a position in SON as recently as Q3 2024.

Advocate Group first reported a position in SON in Q2 2022 and has held it in 10 quarters since. The position peaked at $314K in Q2 2022. 175 funds tracked by Wall St. Rank hold SON as of Q3 2026.

Advocate Group held 4,723 shares of Sonoco worth $231K as of Q3 2026.
Sonoco was a new Advocate Group position in Q3 2026.
Sonoco made up 0.04% of Advocate Group's portfolio in Q3 2026, its #114 holding.
Advocate Group first reported a position in Sonoco in Q2 2022 and has held it in 10 quarters since.
Advocate Group's Sonoco position peaked at $314K in Q2 2022.
175 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.