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Evolve Private Wealth’s Sonoco SON Stock Holding History

Evolve Private Wealth’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 		$832K Buy
14,772
+8,610
+140% +$442K 0.05% 336
2026
Q1 		$333K Sell
6,162
-512
-8% -$26.4K 0.02% 736
2025
Q4 		$291K Buy
+6,674
New +$276K 0.02% 736

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's SON Position: Q2 2026 in Review

Evolve Private Wealth increased its Sonoco (SON) stake by 140% in Q2 2026, buying an estimated $442K and bringing the position to 14,772 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #336.

Evolve Private Wealth first reported a position in SON in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Evolve Private Wealth held 14,772 shares of Sonoco worth $832K as of Q2 2026.
  • Evolve Private Wealth bought 8,610 Sonoco shares in Q2 2026, an estimated $442K.
  • Sonoco made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #336 holding.
  • Evolve Private Wealth first reported a position in Sonoco in Q4 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.