Root Financial Partners
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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
Q3 		$19.3K Buy
+396
New +$21.6K ﹤0.01% 1573
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's SON Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sonoco (SON) in Q3 2026: 396 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SON as recently as Q1 2026.

Root Financial Partners first reported a position in SON in Q3 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Root Financial Partners held 396 shares of Sonoco worth $19.3K as of Q3 2026.
  • Sonoco was a new Root Financial Partners position in Q3 2026.
  • Sonoco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1573 holding.
  • Root Financial Partners first reported a position in Sonoco in Q3 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.