Optimize Financial’s Sonoco SON Stock Holding History

Optimize Financial’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	$215K	Sell	3,809 -13	-0.3%	-$667	0.08%	275
2026 Q1	$207K	Buy	+3,822	New	+$197K	0.1%	284

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's SON Position: Q2 2026 in Review

Optimize Financial reduced its Sonoco (SON) stake by 0.34% in Q2 2026, selling an estimated $667 and leaving 3,809 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #275.

Optimize Financial first reported a position in SON in Q1 2026 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Optimize Financial held 3,809 shares of Sonoco worth $215K as of Q2 2026.
Optimize Financial sold 13 Sonoco shares in Q2 2026, an estimated $667.
Sonoco made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #275 holding.
Optimize Financial first reported a position in Sonoco in Q1 2026 and has held it in 2 quarters since.
507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.