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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fiduciary Alliance's SON Position: Q1 2026 in Review

Fiduciary Alliance reduced its Sonoco (SON) stake by 1.2% in Q1 2026, selling an estimated $5.56K and leaving 8,659 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #377.

Fiduciary Alliance first reported a position in SON in Q2 2025 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Fiduciary Alliance held 8,659 shares of Sonoco worth $478K as of Q1 2026.
  • Fiduciary Alliance sold 108 Sonoco shares in Q1 2026, an estimated $5.56K.
  • Sonoco made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #377 holding.
  • Fiduciary Alliance first reported a position in Sonoco in Q2 2025 and has held it in 4 quarters since.
  • 495 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.