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Custom Index Systems’s Sonoco SON Stock Holding History

Custom Index Systems’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 		$172K Sell
3,052
-1,763
-37% -$90.4K 0.06% 250
2026
Q1 		$260K Buy
+4,815
New +$248K 0.11% 218
2024
Q1 		– Sell
-7,291
Closed -$407K – 313
2023
Q4 		$407K Buy
+7,291
New +$395K 0.25% 110

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

Custom Index Systems's SON Position: Q2 2026 in Review

Custom Index Systems reduced its Sonoco (SON) stake by 37% in Q2 2026, selling an estimated $90.4K and leaving 3,052 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #250.

Custom Index Systems first reported a position in SON in Q4 2023 and has held it in 3 quarters since. The position peaked at $407K in Q4 2023. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Custom Index Systems held 3,052 shares of Sonoco worth $172K as of Q2 2026.
  • Custom Index Systems sold 1,763 Sonoco shares in Q2 2026, an estimated $90.4K.
  • Sonoco made up 0.06% of Custom Index Systems's portfolio in Q2 2026, its #250 holding.
  • Custom Index Systems first reported a position in Sonoco in Q4 2023 and has held it in 3 quarters since.
  • Custom Index Systems's Sonoco position peaked at $407K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.