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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Root Financial Partners's SON Position: Q1 2026 in Review

Root Financial Partners increased its Sonoco (SON) stake by 35% in Q1 2026, buying an estimated $2.78K and bringing the position to 207 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Root Financial Partners first reported a position in SON in Q3 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Root Financial Partners held 207 shares of Sonoco worth $11.2K as of Q1 2026.
  • Root Financial Partners bought 54 Sonoco shares in Q1 2026, an estimated $2.78K.
  • Sonoco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1631 holding.
  • Root Financial Partners first reported a position in Sonoco in Q3 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.