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Allen Wealth Management’s Sonoco SON Stock Holding History

Allen Wealth Management’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 		$2.04M Sell
36,227
-1,205
-3% -$61.8K 0.99% 19
2026
Q1 		$2.02M Buy
37,432
+4,629
+14% +$238K 1.01% 21
2025
Q4 		$1.43M Sell
32,803
-1,744
-5% -$72.2K 0.86% 27
2025
Q3 		$1.49M Buy
+34,547
New +$1.6M 1.01% 23

Other funds holding SON

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allen Wealth Management's SON Position: Q2 2026 in Review

Allen Wealth Management reduced its Sonoco (SON) stake by 3.2% in Q2 2026, selling an estimated $61.8K and leaving 36,227 shares worth $2.04M. The position accounts for 0.99% of the portfolio, ranked #19.

Allen Wealth Management first reported a position in SON in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Allen Wealth Management held 36,227 shares of Sonoco worth $2.04M as of Q2 2026.
  • Allen Wealth Management sold 1,205 Sonoco shares in Q2 2026, an estimated $61.8K.
  • Sonoco made up 0.99% of Allen Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Allen Wealth Management first reported a position in Sonoco in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.