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Pinnacle Wealth Planning Services’s Sonoco SON Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.14K Sell
38
-57
-60% -$2.92K ﹤0.01% 2461
2026
Q1 		$5.14K Buy
95
+78
+459% +$4.02K ﹤0.01% 2258
2025
Q4 		$742 Buy
+17
New +$704 ﹤0.01% 2617
2021
Q1 		– Sell
-40
Closed -$2K – 1700
2020
Q4 		$2K Buy
+40
New +$2.25K ﹤0.01% 1977

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

Pinnacle Wealth Planning Services's SON Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sonoco (SON) stake by 60% in Q2 2026, selling an estimated $2.92K and leaving 38 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Pinnacle Wealth Planning Services first reported a position in SON in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.14K in Q1 2026. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Pinnacle Wealth Planning Services held 38 shares of Sonoco worth $2.14K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 57 Sonoco shares in Q2 2026, an estimated $2.92K.
  • Sonoco made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2461 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sonoco in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sonoco position peaked at $5.14K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.