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CBIZ Investment Advisory Services’s Sonoco SON Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-3
Closed -$131 – 781
2025
Q2 		$131 Buy
+3
New +$134 ﹤0.01% 710

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CBIZ Investment Advisory Services's SON Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Sonoco (SON) in Q3 2025, closing a stake of 3 shares — an estimated $131 sold.

CBIZ Investment Advisory Services first reported a position in SON in Q2 2025 and held it in 1 quarter. The position peaked at $131 in Q2 2025. 466 funds tracked by Wall St. Rank hold SON as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Sonoco position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 Sonoco shares in Q3 2025, an estimated $131.
  • CBIZ Investment Advisory Services first reported a position in Sonoco in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Sonoco position peaked at $131 in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Sonoco as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.