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BFC Planning, Inc.’s Sonoco SON Stock Holding History

BFC Planning, Inc.’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 		$62.5K Buy
1,109
+578
+109% +$29.6K ﹤0.01% 1444
2026
Q1 		$28.7K Buy
531
+2
+0.4% +$103 ﹤0.01% 1558
2025
Q4 		$23.1K Buy
529
+303
+134% +$12.5K ﹤0.01% 1687
2025
Q3 		$9.7K Buy
226
+3
+1% +$139 ﹤0.01% 1939
2025
Q2 		$9.7K Buy
223
+2
+0.9% +$89 ﹤0.01% 1820
2025
Q1 		$10.4K Buy
221
+3
+1% +$142 ﹤0.01% 1751
2024
Q4 		$10.7K Buy
+218
New +$11.3K ﹤0.01% 1739

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

BFC Planning, Inc.'s SON Position: Q2 2026 in Review

BFC Planning, Inc. increased its Sonoco (SON) stake by 109% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,109 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

BFC Planning, Inc. first reported a position in SON in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • BFC Planning, Inc. held 1,109 shares of Sonoco worth $62.5K as of Q2 2026.
  • BFC Planning, Inc. bought 578 Sonoco shares in Q2 2026, an estimated $29.6K.
  • Sonoco made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1444 holding.
  • BFC Planning, Inc. first reported a position in Sonoco in Q4 2024 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.