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Juncture Wealth Strategies’s Sonoco SON Stock Holding History

Juncture Wealth Strategies’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
2025
Q2 		– Sell
-5,951
Closed -$281K – 131
2025
Q1 		$281K Sell
5,951
-99
-2% -$4.68K 0.11% 105
2024
Q4 		$296K Sell
6,050
-485
-7% -$25K 0.11% 106
2024
Q3 		$357K Buy
+6,535
New +$342K 0.14% 91

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Juncture Wealth Strategies's SON Position: Q2 2025 in Review

Juncture Wealth Strategies sold out of Sonoco (SON) in Q2 2025, closing a stake of 5,951 shares — an estimated $281K sold.

Juncture Wealth Strategies first reported a position in SON in Q3 2024 and held it in 3 quarters. The position peaked at $357K in Q3 2024. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

  • Juncture Wealth Strategies reported no remaining Sonoco position as of Q2 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,951 Sonoco shares in Q2 2025, an estimated $281K.
  • Juncture Wealth Strategies first reported a position in Sonoco in Q3 2024 and held it in 3 quarters.
  • Juncture Wealth Strategies's Sonoco position peaked at $357K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Juncture Wealth Strategies's 13F filing for Q2 2025, filed 8 Jul 2025.