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Root Financial Partners’s Sonoco SON Stock Holding History

Root Financial Partners’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 		– Sell
-207
Closed -$11.2K – 2762
2026
Q1 		$11.2K Buy
207
+54
+35% +$2.78K ﹤0.01% 1631
2025
Q4 		$6.68K Sell
153
-26
-15% -$1.08K ﹤0.01% 1665
2025
Q3 		$7.71K Buy
+179
New +$8.27K ﹤0.01% 1553

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

Root Financial Partners's SON Position: Q2 2026 in Review

Root Financial Partners sold out of Sonoco (SON) in Q2 2026, closing a stake of 207 shares — an estimated $11.2K sold.

Root Financial Partners first reported a position in SON in Q3 2025 and held it in 3 quarters. The position peaked at $11.2K in Q1 2026. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Root Financial Partners reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 207 Sonoco shares in Q2 2026, an estimated $11.2K.
  • Root Financial Partners first reported a position in Sonoco in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sonoco position peaked at $11.2K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.