Elevated Capital Advisors
SON icon

Elevated Capital Advisors’s Sonoco SON Stock Holding History

Elevated Capital Advisors’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 		$31.2K Sell
638
-49
-7% -$2.68K 0.01% 347
2026
Q2 		$38.7K Sell
687
-157
-19% -$8.05K 0.01% 367
2026
Q1 		$45.7K Sell
844
-13,359
-94% -$688K 0.01% 358
2025
Q4 		$620K Buy
14,203
+1,817
+15% +$75.2K 0.14% 171
2025
Q3 		$534K Sell
12,386
-575
-4% -$26.6K 0.13% 188
2025
Q2 		$612K Hold
12,961
– – 0.17% 169
2025
Q1 		$612K Buy
12,961
+1,155
+10% +$54.6K 0.17% 169
2024
Q4 		$577K Buy
11,806
+985
+9% +$50.9K 0.16% 181
2024
Q3 		$591K Sell
10,821
-60
-0.6% -$3.14K 0.16% 191
2024
Q2 		$552K Buy
+10,881
New +$629K 0.16% 168

Other funds holding SON

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Elevated Capital Advisors's SON Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Sonoco (SON) stake by 7.1% in Q3 2026, selling an estimated $2.68K and leaving 638 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #347.

Elevated Capital Advisors first reported a position in SON in Q2 2024 and has held it in 10 quarters since. The position peaked at $620K in Q4 2025. 258 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Elevated Capital Advisors held 638 shares of Sonoco worth $31.2K as of Q3 2026.
  • Elevated Capital Advisors sold 49 Sonoco shares in Q3 2026, an estimated $2.68K.
  • Sonoco made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #347 holding.
  • Elevated Capital Advisors first reported a position in Sonoco in Q2 2024 and has held it in 10 quarters since.
  • Elevated Capital Advisors's Sonoco position peaked at $620K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.