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Steel Grove Capital Advisors’s Sonoco SON Stock Holding History

Steel Grove Capital Advisors’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 		$1.88M Buy
38,469
+4,862
+14% +$266K 0.17% 73
2026
Q2 		$1.89M Sell
33,607
-14
-0% -$718 0.18% 69
2026
Q1 		$1.82M Buy
33,621
+28,198
+520% +$1.45M 0.19% 58
2025
Q4 		$237K Sell
5,423
-32,848
-86% -$1.36M 0.02% 179
2025
Q3 		$1.67M Hold
38,271
– – 0.2% 75
2025
Q2 		$1.67M Buy
38,271
+811
+2% +$36.3K 0.2% 76
2025
Q1 		$1.77M Buy
37,460
+30,748
+458% +$1.45M 0.27% 53
2024
Q4 		$328K Buy
+6,712
New +$347K 0.05% 144
2021
Q3 		– Sell
-24,421
Closed -$1.63M – 155
2021
Q2 		$1.63M Buy
24,421
+2,701
+12% +$179K 0.45% 48
2021
Q1 		$1.38M Buy
21,720
+194
+0.9% +$11.8K 0.45% 54
2020
Q4 		$1.27M Buy
21,526
+229
+1% +$12.9K 0.42% 49
2020
Q3 		$1.09M Sell
21,297
-1,474
-6% -$78K 0.44% 56
2020
Q2 		$1.19M Sell
22,771
-3,383
-13% -$167K 0.53% 48
2020
Q1 		$1.21M Buy
26,154
+3,201
+14% +$171K 0.79% 38
2019
Q4 		$1.42M Buy
22,953
+666
+3% +$39.4K 0.79% 45
2019
Q3 		$1.3M Buy
22,287
+537
+2% +$32K 0.77% 51
2019
Q2 		$1.42M Buy
21,750
+31
+0.1% +$1.96K 0.88% 42
2019
Q1 		$1.34M Sell
21,719
-8,145
-27% -$468K 0.87% 45
2018
Q4 		$1.59M Sell
29,864
-3,424
-10% -$188K 0.22% 105
2018
Q3 		$1.85M Buy
33,288
+403
+1% +$22.4K 0.26% 84
2018
Q2 		$1.73M Buy
32,885
+19,668
+149% +$1.01M 0.28% 82
2018
Q1 		$641K Sell
13,217
-816
-6% -$41.5K 0.1% 185
2017
Q4 		$746K Buy
14,033
+9,830
+234% +$515K 0.11% 161
2017
Q3 		$212K Sell
4,203
-3,691
-47% -$182K 0.04% 267
2017
Q2 		$406K Buy
7,894
+1,147
+17% +$59K 0.07% 198
2017
Q1 		$357K Buy
+6,747
New +$363K 0.06% 213

Other funds holding SON

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Steel Grove Capital Advisors's SON Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Sonoco (SON) stake by 14% in Q3 2026, buying an estimated $266K and bringing the position to 38,469 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #73.

Steel Grove Capital Advisors first reported a position in SON in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.89M in Q2 2026. 53 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Steel Grove Capital Advisors held 38,469 shares of Sonoco worth $1.88M as of Q3 2026.
  • Steel Grove Capital Advisors bought 4,862 Sonoco shares in Q3 2026, an estimated $266K.
  • Sonoco made up 0.17% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #73 holding.
  • Steel Grove Capital Advisors first reported a position in Sonoco in Q1 2017 and has held it in 26 quarters since.
  • Steel Grove Capital Advisors's Sonoco position peaked at $1.89M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.