IFG
SON icon

Independent Financial Group’s Sonoco SON Stock Holding History

Independent Financial Group’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 		– Sell
-19,076
Closed -$1.03M – 1623
2026
Q1 		$1.03M Sell
19,076
-2,500
-12% -$129K 0.02% 617
2025
Q4 		$942K Buy
+21,576
New +$893K 0.02% 641

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

Independent Financial Group's SON Position: Q2 2026 in Review

Independent Financial Group sold out of Sonoco (SON) in Q2 2026, closing a stake of 19,076 shares — an estimated $1.03M sold.

Independent Financial Group first reported a position in SON in Q4 2025 and held it in 2 quarters. The position peaked at $1.03M in Q1 2026. 503 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Independent Financial Group reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 19,076 Sonoco shares in Q2 2026, an estimated $1.03M.
  • Independent Financial Group first reported a position in Sonoco in Q4 2025 and held it in 2 quarters.
  • Independent Financial Group's Sonoco position peaked at $1.03M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.