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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
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

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 $3.37T AUM 44.26% 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

Fiduciary Alliance's SON Position: Q2 2026 in Review

Fiduciary Alliance increased its Sonoco (SON) stake by 1.7% in Q2 2026, buying an estimated $7.39K and bringing the position to 8,803 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #369.

Fiduciary Alliance first reported a position in SON in Q2 2025 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Fiduciary Alliance held 8,803 shares of Sonoco worth $496K as of Q2 2026.
  • Fiduciary Alliance bought 144 Sonoco shares in Q2 2026, an estimated $7.39K.
  • Sonoco made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #369 holding.
  • Fiduciary Alliance first reported a position in Sonoco in Q2 2025 and has held it in 5 quarters since.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.