Essex Savings Bank’s Sonoco SON Stock Holding History

Essex Savings Bank’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	$939K	Hold	16,668	–	–	0.2%	101
2026 Q1	$902K	Hold	16,668	–	–	0.2%	103
2025 Q4	$727K	Sell	16,668 -120	-0.7%	-$4.97K	0.16%	122
2025 Q3	$723K	Hold	16,788	–	–	0.16%	121
2025 Q2	$731K	Hold	16,788	–	–	0.17%	116
2025 Q1	$793K	Hold	16,788	–	–	0.19%	110
2024 Q4	$820K	Hold	16,788	–	–	0.2%	102
2024 Q3	$917K	Hold	16,788	–	–	0.23%	95
2024 Q2	$851K	Sell	16,788 -507	-3%	-$29.3K	0.23%	95
2024 Q1	$966K	Hold	17,295	–	–	0.28%	90
2023 Q4	$966K	Sell	17,295 -441	-2%	-$23.9K	0.28%	90
2023 Q3	$964K	Hold	17,736	–	–	0.33%	73
2023 Q2	$1.05M	Hold	17,736	–	–	0.35%	65
2023 Q1	$1.08M	Buy	17,736 +1	+0%	+$59	0.38%	60
2022 Q4	$1.08M	Hold	17,735	–	–	0.38%	66
2022 Q3	$1.01M	Buy	17,735 +20	+0.1%	+$1.23K	0.4%	61
2022 Q2	$1.01M	Hold	17,715	–	–	0.39%	64
2022 Q1	$1.11M	Sell	17,715 -1,250	-7%	-$72.4K	0.37%	68
2021 Q4	$1.1M	Buy	18,965 +2,500	+15%	+$149K	0.37%	70
2021 Q3	$1.07M	Hold	16,465	–	–	0.39%	69
2021 Q2	$1.11M	Sell	16,465 -150	-0.9%	-$9.96K	0.43%	61
2021 Q1	$989K	Sell	16,615 -850	-5%	-$51.8K	0.43%	60
2020 Q4	$1.03M	Sell	17,465 -900	-5%	-$50.6K	0.46%	58
2020 Q3	$938K	Hold	18,365	–	–	0.46%	57
2020 Q2	$960K	Hold	18,365	–	–	0.57%	45
2020 Q1	$851K	Sell	18,365 -3,518	-16%	-$188K	0.61%	47
2019 Q4	$1.35M	Hold	21,883	–	–	0.69%	39
2019 Q3	$1.27M	Sell	21,883 -21,099	-49%	-$1.26M	0.67%	37
2019 Q2	$2.81M	Buy	42,982 +21,626	+101%	+$1.37M	0.99%	19
2019 Q1	$1.31M	Sell	21,356 -205	-1%	-$11.8K	0.75%	26
2018 Q4	$1.15M	Buy	+21,561	New	+$1.18M	0.72%	30

Other funds holding SON

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Essex Savings Bank's SON Position: Q2 2026 in Review

Essex Savings Bank held its Sonoco (SON) position steady in Q2 2026 at 16,668 shares worth $939K. The position accounts for 0.2% of the portfolio, ranked #101.

Essex Savings Bank first reported a position in SON in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.81M in Q2 2019. 208 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Essex Savings Bank held 16,668 shares of Sonoco worth $939K as of Q2 2026.
Essex Savings Bank left its Sonoco share count unchanged in Q2 2026.
Sonoco made up 0.2% of Essex Savings Bank's portfolio in Q2 2026, its #101 holding.
Essex Savings Bank first reported a position in Sonoco in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's Sonoco position peaked at $2.81M in Q2 2019.
208 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.