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Beverly Hills Private Wealth’s Sonoco SON Stock Holding History

Beverly Hills Private Wealth’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
-4,318
Closed -$234K – 349
2026
Q1 		$234K Buy
+4,318
New +$222K 0.04% 304
2025
Q3 		– Sell
-5,102
Closed -$222K – 362
2025
Q2 		$222K Sell
5,102
-567
-10% -$25.4K 0.04% 314
2025
Q1 		$268K Buy
5,669
+224
+4% +$10.6K 0.05% 289
2024
Q4 		$266K Sell
5,445
-338
-6% -$17.5K 0.05% 278
2024
Q3 		$316K Sell
5,783
-1,356
-19% -$70.9K 0.06% 261
2024
Q2 		$362K Sell
7,139
-423
-6% -$24.4K 0.08% 242
2024
Q1 		$437K Buy
7,562
+979
+15% +$55.9K 0.1% 218
2023
Q4 		$368K Sell
6,583
-914
-12% -$49.6K 0.1% 223
2023
Q3 		$407K Sell
7,497
-7,477
-50% -$423K 0.12% 181
2023
Q2 		$863K Buy
14,974
+8,099
+118% +$488K 0.14% 156
2023
Q1 		$419K Buy
6,875
+1,224
+22% +$72.6K 0.13% 172
2022
Q4 		$343K Buy
+5,651
New +$340K 0.15% 153

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

Beverly Hills Private Wealth's SON Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Sonoco (SON) in Q2 2026, closing a stake of 4,318 shares — an estimated $234K sold.

Beverly Hills Private Wealth first reported a position in SON in Q4 2022 and held it in 12 quarters. The position peaked at $863K in Q2 2023. 506 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,318 Sonoco shares in Q2 2026, an estimated $234K.
  • Beverly Hills Private Wealth first reported a position in Sonoco in Q4 2022 and held it in 12 quarters.
  • Beverly Hills Private Wealth's Sonoco position peaked at $863K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.