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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
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 		$99.9K 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 $6.73T 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

Richardson Financial Services's SON Position: Q2 2026 in Review

Richardson Financial Services increased its Sonoco (SON) stake by 3.3% in Q2 2026, buying an estimated $1.03K and bringing the position to 635 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #359.

Richardson Financial Services first reported a position in SON in Q4 2023 and has held it in 11 quarters since. The position peaked at $193K in Q1 2024. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Richardson Financial Services held 635 shares of Sonoco worth $35.8K as of Q2 2026.
  • Richardson Financial Services bought 20 Sonoco shares in Q2 2026, an estimated $1.03K.
  • Sonoco made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #359 holding.
  • Richardson Financial Services first reported a position in Sonoco in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Sonoco position peaked at $193K in Q1 2024.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.