Fiduciary Alliance
SON icon

Fiduciary Alliance’s Sonoco SON Stock Holding History

Fiduciary Alliance’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 		$430K Hold
8,803
– – 0.03% 342
2026
Q2 		$496K Buy
8,803
+144
+2% +$7.39K 0.03% 369
2026
Q1 		$478K Sell
8,659
-108
-1% -$5.56K 0.03% 377
2025
Q4 		$383K Buy
8,767
+448
+5% +$18.5K 0.03% 380
2025
Q3 		$358K Sell
8,319
-450
-5% -$20.8K 0.02% 389
2025
Q2 		$382K Buy
+8,769
New +$392K 0.03% 354

Other funds holding SON

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fiduciary Alliance's SON Position: Q3 2026 in Review

Fiduciary Alliance held its Sonoco (SON) position steady in Q3 2026 at 8,803 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #342.

Fiduciary Alliance first reported a position in SON in Q2 2025 and has held it in 6 quarters since. The position peaked at $496K in Q2 2026. 125 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Fiduciary Alliance held 8,803 shares of Sonoco worth $430K as of Q3 2026.
  • Fiduciary Alliance left its Sonoco share count unchanged in Q3 2026.
  • Sonoco made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #342 holding.
  • Fiduciary Alliance first reported a position in Sonoco in Q2 2025 and has held it in 6 quarters since.
  • Fiduciary Alliance's Sonoco position peaked at $496K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.