BHWM
SON icon

Bay Harbor Wealth Management’s Sonoco SON Stock Holding History

Bay Harbor 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 		$1.24K Buy
22
+13
+144% +$667 ﹤0.01% 782
2026
Q1 		$486 Buy
9
+2
+29% +$103 ﹤0.01% 1000
2025
Q4 		$305 Hold
7
– – ﹤0.01% 1024
2025
Q3 		$301 Buy
7
+3
+75% +$139 ﹤0.01% 913
2025
Q2 		$174 Hold
4
– – ﹤0.01% 968
2025
Q1 		$188 Buy
+4
New +$189 ﹤0.01% 696
2020
Q3 		– Sell
-1
Closed – – 409
2020
Q2 		$0 Hold
1
– – ﹤0.01% 413
2020
Q1 		$0 Hold
1
– – ﹤0.01% 402
2019
Q4 		$0 Buy
+1
New +$59 ﹤0.01% 379

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

Bay Harbor Wealth Management's SON Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Sonoco (SON) stake by 144% in Q2 2026, buying an estimated $667 and bringing the position to 22 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Bay Harbor Wealth Management first reported a position in SON in Q4 2019 and has held it in 9 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of Sonoco worth $1.24K as of Q2 2026.
  • Bay Harbor Wealth Management bought 13 Sonoco shares in Q2 2026, an estimated $667.
  • Sonoco made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Bay Harbor Wealth Management first reported a position in Sonoco in Q4 2019 and has held it in 9 quarters since.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.