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Elevation Wealth Partners’s Sonoco SON Stock Holding History

Elevation Wealth Partners’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 		$55K Buy
1,127
+824
+272% +$45K 0.02% 363
2026
Q2 		$17.1K Hold
303
– – 0.01% 640
2026
Q1 		$16.4K Buy
303
+61
+25% +$3.14K 0.01% 422
2025
Q4 		$10.6K Buy
+242
New +$10K ﹤0.01% 473

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Elevation Wealth Partners's SON Position: Q3 2026 in Review

Elevation Wealth Partners increased its Sonoco (SON) stake by 272% in Q3 2026, buying an estimated $45K and bringing the position to 1,127 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #363.

Elevation Wealth Partners first reported a position in SON in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Elevation Wealth Partners held 1,127 shares of Sonoco worth $55K as of Q3 2026.
  • Elevation Wealth Partners bought 824 Sonoco shares in Q3 2026, an estimated $45K.
  • Sonoco made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #363 holding.
  • Elevation Wealth Partners first reported a position in Sonoco in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.