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Merit Financial Group’s Sonoco SON Stock Holding History

Merit Financial Group’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 		$732K Buy
12,996
+7
+0.1% +$359 ﹤0.01% 1258
2026
Q1 		$703K Sell
12,989
-274
-2% -$14.1K 0.01% 1172
2025
Q4 		$579K Buy
13,263
+3,251
+32% +$135K ﹤0.01% 1221
2025
Q3 		$431K Buy
10,012
+4,634
+86% +$214K ﹤0.01% 1271
2025
Q2 		$234K Buy
+5,378
New +$241K ﹤0.01% 1470
2025
Q1 		– Sell
-6,105
Closed -$298K – 1435
2024
Q4 		$298K Buy
+6,105
New +$315K 0.01% 929
2023
Q2 		– Sell
-3,504
Closed -$214K – 763
2023
Q1 		$214K Buy
3,504
+180
+5% +$10.7K 0.01% 582
2022
Q4 		$202K Buy
+3,324
New +$200K 0.01% 624

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

Merit Financial Group's SON Position: Q2 2026 in Review

Merit Financial Group increased its Sonoco (SON) stake by 0.05% in Q2 2026, buying an estimated $359 and bringing the position to 12,996 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Merit Financial Group first reported a position in SON in Q4 2022 and has held it in 8 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Merit Financial Group held 12,996 shares of Sonoco worth $732K as of Q2 2026.
  • Merit Financial Group bought 7 Sonoco shares in Q2 2026, an estimated $359.
  • Sonoco made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1258 holding.
  • Merit Financial Group first reported a position in Sonoco in Q4 2022 and has held it in 8 quarters since.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.