Institute for Wealth Management’s Sonoco SON Stock Holding History

Institute for Wealth Management’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	$15.6K	Buy	+276	New	+$14.2K	﹤0.01%	1204

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's SON Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sonoco (SON) in Q2 2026: 276 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

274 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Institute for Wealth Management held 276 shares of Sonoco worth $15.6K as of Q2 2026.
Sonoco was a new Institute for Wealth Management position in Q2 2026.
Sonoco made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1204 holding.
274 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.