Jones Financial Companies
SON icon

Jones Financial Companies’s Sonoco SON Stock Holding History

Jones Financial Companies’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 		$21.8M Buy
396,387
+42,153
+12% +$2.16M 0.01% 642
2026
Q1 		$18.8M Buy
354,234
+335,177
+1,759% +$17.3M 0.01% 609
2025
Q4 		$832K Buy
19,057
+4,811
+34% +$199K ﹤0.01% 1308
2025
Q3 		$626K Buy
14,246
+5,230
+58% +$242K ﹤0.01% 1304
2025
Q2 		$395K Buy
9,016
+6,179
+218% +$276K ﹤0.01% 1371
2025
Q1 		$132K Buy
2,837
+2,398
+546% +$113K ﹤0.01% 1657
2024
Q4 		$21.4K Buy
439
+9
+2% +$465 ﹤0.01% 2230
2024
Q3 		$23.3K Buy
+430
New +$22.5K ﹤0.01% 1904
2024
Q1 		– Sell
-53
Closed -$2.96K – 1445
2023
Q4 		$2.96K Buy
53
+32
+152% +$1.74K ﹤0.01% 849
2023
Q3 		$1.14K Sell
21
-129
-86% -$7.3K ﹤0.01% 621
2023
Q2 		$8.85K Hold
150
– – ﹤0.01% 474
2023
Q1 		$9.15K Buy
+150
New +$8.9K ﹤0.01% 479
2022
Q2 		– Sell
-2,310
Closed -$145K – 833
2022
Q1 		$145K Buy
+2,310
New +$134K ﹤0.01% 275
2021
Q1 		– Sell
-30
Closed -$2K – 862
2020
Q4 		$2K Buy
+30
New +$1.69K ﹤0.01% 631
2019
Q3 		– Sell
-5,461
Closed -$357K – 211
2019
Q2 		$357K Sell
5,461
-544
-9% -$34.4K ﹤0.01% 179
2019
Q1 		$369K Sell
6,005
-4,008
-40% -$231K ﹤0.01% 176
2018
Q4 		$532K Sell
10,013
-88
-0.9% -$4.83K ﹤0.01% 162
2018
Q3 		$561K Hold
10,101
– – ﹤0.01% 163
2018
Q2 		$530K Sell
10,101
-799
-7% -$41.1K ﹤0.01% 165
2018
Q1 		$529K Buy
+10,900
New +$554K ﹤0.01% 165

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

Jones Financial Companies's SON Position: Q2 2026 in Review

Jones Financial Companies increased its Sonoco (SON) stake by 12% in Q2 2026, buying an estimated $2.16M and bringing the position to 396,387 shares worth $21.8M. The position accounts for 0.01% of the portfolio, ranked #642.

Jones Financial Companies first reported a position in SON in Q1 2018 and has held it in 20 quarters since. 503 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Jones Financial Companies held 396,387 shares of Sonoco worth $21.8M as of Q2 2026.
  • Jones Financial Companies bought 42,153 Sonoco shares in Q2 2026, an estimated $2.16M.
  • Sonoco made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #642 holding.
  • Jones Financial Companies first reported a position in Sonoco in Q1 2018 and has held it in 20 quarters since.
  • 503 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.