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Summit Securities Group’s Sonoco SON Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,423
Closed -$62K – 1330
2025
Q2 		$62K Buy
+1,423
New +$63.7K 0.01% 479
2017
Q2 		– Sell
-4,364
Closed -$231K – 355
2017
Q1 		$231K Buy
+4,364
New +$235K 0.07% 259

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Summit Securities Group's SON Position: Q3 2025 in Review

Summit Securities Group sold out of Sonoco (SON) in Q3 2025, closing a stake of 1,423 shares — an estimated $62K sold.

Summit Securities Group first reported a position in SON in Q1 2017 and held it in 2 quarters. The position peaked at $231K in Q1 2017. 467 funds tracked by Wall St. Rank hold SON as of Q3 2025.

  • Summit Securities Group reported no remaining Sonoco position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,423 Sonoco shares in Q3 2025, an estimated $62K.
  • Summit Securities Group first reported a position in Sonoco in Q1 2017 and held it in 2 quarters.
  • Summit Securities Group's Sonoco position peaked at $231K in Q1 2017.
  • 467 funds tracked by Wall St. Rank held Sonoco as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.