COMPASS FINANCIAL MANAGEMENT LLC’s Sonoco SON Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$186K	Buy	+3,291	New	+$169K	0.02%	437

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SON Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sonoco (SON) in Q2 2026: 3,291 shares worth $186K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings.

365 funds tracked by Wall St. Rank hold SON as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,291 shares of Sonoco worth $186K as of Q2 2026.
Sonoco was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sonoco made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #437 holding.
365 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.