Synergy Asset Management’s Sonoco SON Stock Holding History

Synergy 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	$3.03M	Sell	53,858 -8,381	-13%	-$430K	0.29%	59
2026 Q1	$3.37M	Sell	62,239 -32,322	-34%	-$1.67M	0.36%	53
2025 Q4	$4.13M	Buy	+94,561	New	+$3.91M	0.43%	42
2025 Q1	–	Sell	-66,754	Closed	-$3.61M	–	726
2024 Q4	$3.61M	Buy	66,754 +5,505	+9%	+$284K	0.28%	63
2024 Q3	$3.35M	Buy	+61,249	New	+$3.2M	0.51%	47
2023 Q4	–	Sell	-62,693	Closed	-$3.41M	–	172
2023 Q3	$3.41M	Sell	62,693 -23,535	-27%	-$1.33M	0.68%	43
2023 Q2	$5.09M	Buy	+86,228	New	+$5.19M	1.26%	31

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Synergy Asset Management reduced its Sonoco (SON) stake by 13% in Q2 2026, selling an estimated $430K and leaving 53,858 shares worth $3.03M. The position accounts for 0.29% of the portfolio, ranked #59.

Synergy Asset Management first reported a position in SON in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.09M in Q2 2023. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Synergy Asset Management held 53,858 shares of Sonoco worth $3.03M as of Q2 2026.
Synergy Asset Management sold 8,381 Sonoco shares in Q2 2026, an estimated $430K.
Sonoco made up 0.29% of Synergy Asset Management's portfolio in Q2 2026, its #59 holding.
Synergy Asset Management first reported a position in Sonoco in Q2 2023 and has held it in 7 quarters since.
Synergy Asset Management's Sonoco position peaked at $5.09M in Q2 2023.
507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.