Northeast Financial Consultants’s Sonoco SON Stock Holding History

Northeast Financial Consultants’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	$362K	Hold	8,300	–	–	0.01%	233
2025 Q1	$392K	Hold	8,300	–	–	0.02%	217
2024 Q4	$405K	Hold	8,300	–	–	0.02%	212
2024 Q3	$453K	Hold	8,300	–	–	0.02%	201
2024 Q2	$421K	Hold	8,300	–	–	0.02%	204
2024 Q1	$480K	Hold	8,300	–	–	0.02%	197
2023 Q4	$464K	Hold	8,300	–	–	0.03%	192
2023 Q3	$451K	Hold	8,300	–	–	0.03%	188
2023 Q2	$490K	Hold	8,300	–	–	0.03%	183
2023 Q1	$506K	Hold	8,300	–	–	0.03%	185
2022 Q4	$504K	Hold	8,300	–	–	0.03%	185
2022 Q3	$471K	Hold	8,300	–	–	0.03%	198
2022 Q2	$473K	Hold	8,300	–	–	0.03%	201
2022 Q1	$519K	Hold	8,300	–	–	0.03%	224
2021 Q4	$480K	Hold	8,300	–	–	0.03%	227
2021 Q3	$495K	Hold	8,300	–	–	0.03%	226
2021 Q2	$555K	Hold	8,300	–	–	0.04%	210
2021 Q1	$525K	Hold	8,300	–	–	0.04%	204
2020 Q4	$492K	Hold	8,300	–	–	0.04%	198
2020 Q3	$424K	Hold	8,300	–	–	0.04%	191
2020 Q2	$434K	Hold	8,300	–	–	0.04%	183
2020 Q1	$385K	Hold	8,300	–	–	0.04%	180
2019 Q4	$512K	Hold	8,300	–	–	0.05%	181
2019 Q3	$483K	Hold	8,300	–	–	0.05%	184
2019 Q2	$542K	Hold	8,300	–	–	0.06%	175
2019 Q1	$511K	Buy	+8,300	New	+$477K	0.06%	177

Other funds holding SON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northeast Financial Consultants's SON Position: Q2 2025 in Review

Northeast Financial Consultants held its Sonoco (SON) position steady in Q2 2025 at 8,300 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #233.

Northeast Financial Consultants first reported a position in SON in Q1 2019 and has held it in 26 quarters since. The position peaked at $555K in Q2 2021. 451 funds tracked by Wall St. Rank hold SON as of Q2 2025.

Northeast Financial Consultants held 8,300 shares of Sonoco worth $362K as of Q2 2025.
Northeast Financial Consultants left its Sonoco share count unchanged in Q2 2025.
Sonoco made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #233 holding.
Northeast Financial Consultants first reported a position in Sonoco in Q1 2019 and has held it in 26 quarters since.
Northeast Financial Consultants's Sonoco position peaked at $555K in Q2 2021.
451 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.