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Kingswood Wealth Advisors’s Sonoco SON Stock Holding History

Kingswood Wealth Advisors’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
Q4 		– Sell
-11,577
Closed -$499K – 907
2025
Q3 		$499K Buy
11,577
+4,414
+62% +$204K 0.03% 478
2025
Q2 		$312K Buy
+7,163
New +$320K 0.02% 556

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's SON Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Sonoco (SON) in Q4 2025, closing a stake of 11,577 shares — an estimated $499K sold.

Kingswood Wealth Advisors first reported a position in SON in Q2 2025 and held it in 2 quarters. The position peaked at $499K in Q3 2025. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,577 Sonoco shares in Q4 2025, an estimated $499K.
  • Kingswood Wealth Advisors first reported a position in Sonoco in Q2 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Sonoco position peaked at $499K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.