Allen Wealth Management
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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
Q3 		$1.69M Sell
34,536
-1,691
-5% -$92.4K 0.82% 23
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Allen Wealth Management's SON Position: Q3 2026 in Review

Allen Wealth Management reduced its Sonoco (SON) stake by 4.7% in Q3 2026, selling an estimated $92.4K and leaving 34,536 shares worth $1.69M. The position accounts for 0.82% of the portfolio, ranked #23.

Allen Wealth Management first reported a position in SON in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q2 2026. 163 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Allen Wealth Management held 34,536 shares of Sonoco worth $1.69M as of Q3 2026.
  • Allen Wealth Management sold 1,691 Sonoco shares in Q3 2026, an estimated $92.4K.
  • Sonoco made up 0.82% of Allen Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Allen Wealth Management first reported a position in Sonoco in Q3 2025 and has held it in 5 quarters since.
  • Allen Wealth Management's Sonoco position peaked at $2.04M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.