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Summit Trail Advisors’s Sonoco SON Stock Holding History

Summit Trail 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
Q2 		$1.3M Buy
23,134
+7,733
+50% +$397K 0.02% 868
2026
Q1 		$833K Sell
15,401
-16,280
-51% -$839K 0.01% 995
2025
Q4 		$1.38M Buy
31,681
+5,042
+19% +$209K 0.02% 641
2025
Q3 		$1.15M Buy
26,639
+19,079
+252% +$881K 0.02% 750
2025
Q2 		$329K Buy
+7,560
New +$338K 0.01% 891
2018
Q1 		– Sell
-27
Closed -$1K – 1473
2017
Q4 		$1K Buy
+27
New +$1.41K ﹤0.01% 1861

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

Summit Trail Advisors's SON Position: Q2 2026 in Review

Summit Trail Advisors increased its Sonoco (SON) stake by 50% in Q2 2026, buying an estimated $397K and bringing the position to 23,134 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #868.

Summit Trail Advisors first reported a position in SON in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Summit Trail Advisors held 23,134 shares of Sonoco worth $1.3M as of Q2 2026.
  • Summit Trail Advisors bought 7,733 Sonoco shares in Q2 2026, an estimated $397K.
  • Sonoco made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #868 holding.
  • Summit Trail Advisors first reported a position in Sonoco in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Sonoco position peaked at $1.38M in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.