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Compass Financial Management’s Sonoco SON Stock Holding History

Compass Financial 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 		$186K Buy
+3,291
New +$169K 0.02% 437

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

Compass Financial Management's SON Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 3,291 shares of Sonoco worth $186K as of Q2 2026.
  • Sonoco was a new Compass Financial Management position in Q2 2026.
  • Sonoco made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #437 holding.
  • 477 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.