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Midwest Trust’s Sonoco SON Stock Holding History

Midwest Trust’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 		$12.2M Sell
216,319
-3,060
-1% -$157K 0.14% 144
2026
Q1 		$11.9M Buy
219,379
+403
+0.2% +$20.8K 0.15% 141
2025
Q4 		$9.56M Sell
218,976
-1,960
-0.9% -$81.1K 0.12% 156
2025
Q3 		$9.52M Sell
220,936
-837
-0.4% -$38.7K 0.12% 150
2025
Q2 		$9.66M Buy
+221,773
New +$9.92M 0.13% 152

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

Midwest Trust's SON Position: Q2 2026 in Review

Midwest Trust reduced its Sonoco (SON) stake by 1.4% in Q2 2026, selling an estimated $157K and leaving 216,319 shares worth $12.2M. The position accounts for 0.14% of the portfolio, ranked #144.

Midwest Trust first reported a position in SON in Q2 2025 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Midwest Trust held 216,319 shares of Sonoco worth $12.2M as of Q2 2026.
  • Midwest Trust sold 3,060 Sonoco shares in Q2 2026, an estimated $157K.
  • Sonoco made up 0.14% of Midwest Trust's portfolio in Q2 2026, its #144 holding.
  • Midwest Trust first reported a position in Sonoco in Q2 2025 and has held it in 5 quarters since.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.