CI
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CX Institutional’s Sonoco SON Stock Holding History

CX Institutional’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
Q3 		$98K Buy
+2,000
New +$109K ﹤0.01% 880
2020
Q3 		– Sell
-17
Closed -$1K – 910
2020
Q2 		$1K Buy
+17
New +$842 ﹤0.01% 833
2019
Q3 		– Sell
-10
Closed -$1K – 933
2019
Q2 		$1K Buy
+10
New +$632 ﹤0.01% 901

Other funds holding SON

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CX Institutional's SON Position: Q3 2026 in Review

CX Institutional opened a new position in Sonoco (SON) in Q3 2026: 2,000 shares worth $98K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: CX Institutional previously reported a position in SON as recently as Q2 2020.

CX Institutional first reported a position in SON in Q2 2019 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • CX Institutional held 2,000 shares of Sonoco worth $98K as of Q3 2026.
  • Sonoco was a new CX Institutional position in Q3 2026.
  • Sonoco made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #880 holding.
  • CX Institutional first reported a position in Sonoco in Q2 2019 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.