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SageView Advisory Group’s Sonoco SON Stock Holding History

SageView Advisory Group’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 		– Sell
-4,037
Closed -$176K – 2154
2025
Q4 		$176K Sell
4,037
-666
-14% -$27.6K 0.01% 638
2025
Q3 		$203K Buy
4,703
+263
+6% +$12.1K 0.01% 627
2025
Q2 		$212K Buy
+4,440
New +$199K 0.01% 588
2024
Q4 		– Sell
-4,145
Closed -$226K – 606
2024
Q3 		$226K Sell
4,145
-1,740
-30% -$91K 0.01% 470
2024
Q2 		$298K Buy
5,885
+1,812
+44% +$105K 0.01% 432
2024
Q1 		$658K Sell
4,073
-9,015
-69% -$514K 0.03% 267
2023
Q4 		$765K Buy
13,088
+1,977
+18% +$107K 0.03% 308
2023
Q3 		$604K Sell
11,111
-3,673
-25% -$208K 0.03% 301
2023
Q2 		$873K Sell
14,784
-227
-2% -$13.7K 0.05% 247
2023
Q1 		$916K Buy
+15,011
New +$890K 0.06% 217

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SageView Advisory Group's SON Position: Q1 2026 in Review

SageView Advisory Group sold out of Sonoco (SON) in Q1 2026, closing a stake of 4,037 shares — an estimated $176K sold.

SageView Advisory Group first reported a position in SON in Q1 2023 and held it in 10 quarters. The position peaked at $916K in Q1 2023. 498 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • SageView Advisory Group reported no remaining Sonoco position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,037 Sonoco shares in Q1 2026, an estimated $176K.
  • SageView Advisory Group first reported a position in Sonoco in Q1 2023 and held it in 10 quarters.
  • SageView Advisory Group's Sonoco position peaked at $916K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.