SGCA
SON icon

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
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

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

Steel Grove Capital Advisors's SON Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Sonoco (SON) stake by 520% in Q1 2026, buying an estimated $1.45M and bringing the position to 33,621 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #58.

Steel Grove Capital Advisors first reported a position in SON in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.85M in Q3 2018. 495 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Steel Grove Capital Advisors held 33,621 shares of Sonoco worth $1.82M as of Q1 2026.
  • Steel Grove Capital Advisors bought 28,198 Sonoco shares in Q1 2026, an estimated $1.45M.
  • Sonoco made up 0.19% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #58 holding.
  • Steel Grove Capital Advisors first reported a position in Sonoco in Q1 2017 and has held it in 24 quarters since.
  • Steel Grove Capital Advisors's Sonoco position peaked at $1.85M in Q3 2018.
  • 495 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.