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Independent Advisor Alliance’s Sonoco SON Stock Holding History

Independent Advisor 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 		$431K Buy
7,649
+1,590
+26% +$81.6K 0.01% 721
2026
Q1 		$328K Sell
6,059
-540
-8% -$27.8K ﹤0.01% 1285
2025
Q4 		$288K Buy
6,599
+186
+3% +$7.7K 0.01% 807
2025
Q3 		$276K Sell
6,413
-386
-6% -$17.8K 0.01% 792
2025
Q2 		$296K Buy
6,799
+15
+0.2% +$671 0.01% 723
2025
Q1 		$320K Buy
6,784
+196
+3% +$9.27K 0.01% 641
2024
Q4 		$322K Sell
6,588
-92
-1% -$4.75K ﹤0.01% 1112
2024
Q3 		$365K Buy
+6,680
New +$349K 0.01% 523
2022
Q4 		– Sell
-3,720
Closed -$211K – 605
2022
Q3 		$211K Buy
+3,720
New +$229K 0.01% 571
2021
Q3 		– Sell
-3,170
Closed -$212K – 667
2021
Q2 		$212K Buy
3,170
+4
+0.1% +$266 0.01% 578
2021
Q1 		$200K Buy
+3,166
New +$193K 0.01% 559
2020
Q1 		– Sell
-3,245
Closed -$200K – 796
2019
Q4 		$200K Buy
+3,245
New +$192K 0.01% 825
2019
Q3 		– Sell
-3,256
Closed -$213K – 484
2019
Q2 		$213K Buy
+3,256
New +$206K 0.03% 366

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

Independent Advisor Alliance's SON Position: Q2 2026 in Review

Independent Advisor Alliance increased its Sonoco (SON) stake by 26% in Q2 2026, buying an estimated $81.6K and bringing the position to 7,649 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #721.

Independent Advisor Alliance first reported a position in SON in Q2 2019 and has held it in 13 quarters since. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Independent Advisor Alliance held 7,649 shares of Sonoco worth $431K as of Q2 2026.
  • Independent Advisor Alliance bought 1,590 Sonoco shares in Q2 2026, an estimated $81.6K.
  • Sonoco made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #721 holding.
  • Independent Advisor Alliance first reported a position in Sonoco in Q2 2019 and has held it in 13 quarters since.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.