Richardson Financial Services
SON icon

Richardson Financial Services’s Sonoco SON Stock Holding History

Richardson Financial 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
Q3 		$33.4K Buy
685
+50
+8% +$2.73K 0.02% 378
2026
Q2 		$35.8K Buy
635
+20
+3% +$1.03K 0.02% 359
2026
Q1 		$33.3K Sell
615
-20
-3% -$1.03K 0.02% 362
2025
Q4 		$27.7K Sell
635
-2,510
-80% -$104K 0.01% 367
2025
Q3 		$136K Buy
3,145
+960
+44% +$44.3K 0.08% 183
2025
Q2 		$100K Buy
2,185
+255
+13% +$11.4K 0.07% 201
2025
Q1 		$91.2K Sell
1,930
-85
-4% -$4.02K 0.07% 193
2024
Q4 		$97.9K Sell
2,015
-35
-2% -$1.81K 0.07% 191
2024
Q3 		$104K Hold
2,050
– – 0.07% 198
2024
Q2 		$104K Sell
2,050
-1,295
-39% -$74.8K 0.07% 188
2024
Q1 		$193K Buy
3,345
+180
+6% +$10.3K 0.14% 145
2023
Q4 		$177K Buy
+3,165
New +$172K 0.15% 137

Other funds holding SON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Richardson Financial Services's SON Position: Q3 2026 in Review

Richardson Financial Services increased its Sonoco (SON) stake by 7.9% in Q3 2026, buying an estimated $2.73K and bringing the position to 685 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #378.

Richardson Financial Services first reported a position in SON in Q4 2023 and has held it in 12 quarters since. The position peaked at $193K in Q1 2024. 420 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Richardson Financial Services held 685 shares of Sonoco worth $33.4K as of Q3 2026.
  • Richardson Financial Services bought 50 Sonoco shares in Q3 2026, an estimated $2.73K.
  • Sonoco made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #378 holding.
  • Richardson Financial Services first reported a position in Sonoco in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Sonoco position peaked at $193K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.