Kestra Advisory Services
SON icon

Kestra Advisory Services’s Sonoco SON Stock Holding History

Kestra Advisory Services’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
Q3 		$1.04M Sell
21,269
-2,289
-10% -$125K ﹤0.01% 1945
2026
Q2 		$1.33M Buy
23,558
+11,962
+103% +$614K ﹤0.01% 1628
2026
Q1 		$627K Sell
11,596
-2,941
-20% -$152K ﹤0.01% 2054
2025
Q4 		$634K Buy
14,537
+3,596
+33% +$149K ﹤0.01% 1970
2025
Q3 		$471K Buy
10,941
+51
+0.5% +$2.36K ﹤0.01% 2104
2025
Q2 		$474K Sell
10,890
-2,229
-17% -$100K ﹤0.01% 2000
2025
Q1 		$620K Sell
13,119
-1,013
-7% -$47.9K ﹤0.01% 1678
2024
Q4 		$690K Sell
14,132
-33,987
-71% -$1.76M ﹤0.01% 1648
2024
Q3 		$2.63M Buy
48,119
+997
+2% +$52.2K 0.01% 821
2024
Q2 		$2.39M Buy
47,122
+14,842
+46% +$857K 0.01% 880
2024
Q1 		$1.87M Buy
32,280
+643
+2% +$36.7K 0.01% 914
2023
Q4 		$1.77M Sell
31,637
-862
-3% -$46.8K 0.01% 848
2023
Q3 		$1.77M Buy
32,499
+4,058
+14% +$230K 0.02% 733
2023
Q2 		$1.68M Sell
28,441
-826
-3% -$49.7K 0.02% 746
2023
Q1 		$1.79M Sell
29,267
-9,362
-24% -$555K 0.02% 695
2022
Q4 		$2.35M Sell
38,629
-167
-0.4% -$10K 0.02% 682
2022
Q3 		$2.2M Buy
38,796
+2,436
+7% +$150K 0.02% 636
2022
Q2 		$2.07M Sell
36,360
-244
-0.7% -$14.5K 0.02% 665
2022
Q1 		$2.29M Buy
36,604
+181
+0.5% +$10.5K 0.02% 629
2021
Q4 		$2.11M Sell
36,423
-15,713
-30% -$939K 0.02% 656
2021
Q3 		$3.11M Buy
52,136
+15,510
+42% +$992K 0.03% 548
2021
Q2 		$2.45M Buy
36,626
+975
+3% +$64.7K 0.03% 576
2021
Q1 		$2.26M Buy
35,651
+8,624
+32% +$526K 0.03% 554
2020
Q4 		$1.61M Buy
27,027
+475
+2% +$26.7K 0.02% 675
2020
Q3 		$1.36M Buy
+26,552
New +$1.41M 0.03% 536

Other funds holding SON

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Meadow Creek Wealth Advisors
Meadow Creek Wealth Advisors Atlanta, Georgia $170M AUM 25.04% 1-Year Est. Return

Kestra Advisory Services's SON Position: Q3 2026 in Review

Kestra Advisory Services reduced its Sonoco (SON) stake by 9.7% in Q3 2026, selling an estimated $125K and leaving 21,269 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Kestra Advisory Services first reported a position in SON in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.11M in Q3 2021. 219 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Kestra Advisory Services held 21,269 shares of Sonoco worth $1.04M as of Q3 2026.
  • Kestra Advisory Services sold 2,289 Sonoco shares in Q3 2026, an estimated $125K.
  • Sonoco made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1945 holding.
  • Kestra Advisory Services first reported a position in Sonoco in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Sonoco position peaked at $3.11M in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.