SAM
SON icon

Sagewood Asset Management’s Sonoco SON Stock Holding History

Sagewood Asset Management’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 		$427K Buy
7,570
+2,996
+66% +$154K 0.1% 205
2026
Q1 		$247K Buy
+4,574
New +$236K 0.08% 271

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

Sagewood Asset Management's SON Position: Q2 2026 in Review

Sagewood Asset Management increased its Sonoco (SON) stake by 66% in Q2 2026, buying an estimated $154K and bringing the position to 7,570 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #205.

Sagewood Asset Management first reported a position in SON in Q1 2026 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Sagewood Asset Management held 7,570 shares of Sonoco worth $427K as of Q2 2026.
  • Sagewood Asset Management bought 2,996 Sonoco shares in Q2 2026, an estimated $154K.
  • Sonoco made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #205 holding.
  • Sagewood Asset Management first reported a position in Sonoco in Q1 2026 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.