Congress Wealth Management’s Sonoco SON Stock Holding History

Congress Wealth 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
2025 Q2	$668K	Buy	15,336 +545	+4%	+$24.4K	0.01%	827
2025 Q1	$699K	Buy	14,791 +224	+2%	+$10.6K	0.01%	720
2024 Q4	$712K	Buy	14,567 +37	+0.3%	+$1.91K	0.01%	571
2024 Q3	$794K	Buy	14,530 +1,000	+7%	+$52.3K	0.01%	554
2024 Q2	$686K	Hold	13,530	–	–	0.01%	487
2024 Q1	$783K	Buy	13,530 +2,006	+17%	+$114K	0.01%	398
2023 Q4	$644K	Buy	11,524 +75	+0.7%	+$4.07K	0.01%	434
2023 Q3	$622K	Hold	11,449	–	–	0.01%	428
2023 Q2	$676K	Buy	+11,449	New	+$689K	0.02%	378

Other funds holding SON

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

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

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

Congress Wealth Management's SON Position: Q2 2025 in Review

Congress Wealth Management increased its Sonoco (SON) stake by 3.7% in Q2 2025, buying an estimated $24.4K and bringing the position to 15,336 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #827.

Congress Wealth Management first reported a position in SON in Q2 2023 and has held it in 9 quarters since. The position peaked at $794K in Q3 2024. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

Congress Wealth Management held 15,336 shares of Sonoco worth $668K as of Q2 2025.
Congress Wealth Management bought 545 Sonoco shares in Q2 2025, an estimated $24.4K.
Sonoco made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #827 holding.
Congress Wealth Management first reported a position in Sonoco in Q2 2023 and has held it in 9 quarters since.
Congress Wealth Management's Sonoco position peaked at $794K in Q3 2024.
452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.