CT
SON icon

Clearstead Trust’s Sonoco SON Stock Holding History

Clearstead Trust’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 		$7.89K Buy
+140
New +$7.18K ﹤0.01% 675
2025
Q3 		– Sell
-128
Closed -$5.58K – 1560
2025
Q2 		$5.58K Sell
128
-363
-74% -$16.2K ﹤0.01% 728
2025
Q1 		$23.2K Buy
+491
New +$23.2K 0.01% 339

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

Clearstead Trust's SON Position: Q2 2026 in Review

Clearstead Trust opened a new position in Sonoco (SON) in Q2 2026: 140 shares worth $7.89K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in SON as recently as Q2 2025.

Clearstead Trust first reported a position in SON in Q1 2025 and has held it in 3 quarters since. The position peaked at $23.2K in Q1 2025. 506 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Clearstead Trust held 140 shares of Sonoco worth $7.89K as of Q2 2026.
  • Sonoco was a new Clearstead Trust position in Q2 2026.
  • Sonoco made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #675 holding.
  • Clearstead Trust first reported a position in Sonoco in Q1 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Sonoco position peaked at $23.2K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.