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Integrated Wealth Concepts’s Sonoco SON Stock Holding History

Integrated Wealth Concepts’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 		$991K Buy
17,580
+4,500
+34% +$231K 0.01% 1210
2026
Q1 		$708K Buy
+13,080
New +$674K 0.01% 1320
2025
Q4 		– Sell
-4,791
Closed -$206K – 1993
2025
Q3 		$206K Buy
+4,791
New +$221K ﹤0.01% 1837

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

Integrated Wealth Concepts's SON Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Sonoco (SON) stake by 34% in Q2 2026, buying an estimated $231K and bringing the position to 17,580 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #1210.

Integrated Wealth Concepts first reported a position in SON in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Integrated Wealth Concepts held 17,580 shares of Sonoco worth $991K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,500 Sonoco shares in Q2 2026, an estimated $231K.
  • Sonoco made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1210 holding.
  • Integrated Wealth Concepts first reported a position in Sonoco in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.