This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SON/capital-change-brief"
Use Arkolith's capital_change_brief for SON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $616.2M | 11.4M | ▲+3.5% Added · +382K sh | Q1 2026 | |
| 2 | FULLER & THALER ASSET MANAGEMENT, INC. | $319.9M | 5.9M | ▲+0.2% Added · +12K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $258.5M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $240.2M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $228.2M | 4.2M | ▼−1.9% Reduced · −80K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $212.6M | 3.9M | ▲+0.8% Added · +33K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $179.2M | 3.3M | ▲+19% Added · +528K sh | Q1 2026 | |
| 8 | EARNEST PARTNERS LLC | $139.9M | 2.6M | ▲+0.8% Added · +21K sh | Q1 2026 | |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | $110.7M | 2.1M | ▲~0% Added · +718 sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $106.0M | 2.0M | ▲+7.1% Added · +129K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $86.9M | 1.6M | ▼−16% Reduced · −305K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $81.0M | 1.5M | ▲+4.6% Added · +66K sh | Q1 2026 | |
| 13 | NORGES BANK | $54.6M | 1.3M | ▲+1.7% Added · +21K sh | Q4 2025 | |
| 14 | FIRST TRUST ADVISORS LP | $62.6M | 1.2M | ▼−11% Reduced · −141K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $60.4M | 1.1M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $59.9M | 1.1M | ▲+2.4% Added · +26K sh | Q1 2026 | |
| 17 | BROWN ADVISORY INC | $53.9M | 996K | ▼−2.2% Reduced · −22K sh | Q1 2026 | |
| 18 | FMR LLC | $51.4M | 950K | ▲+23% Added · +180K sh | Q1 2026 | |
| 19 | PRIVATE MANAGEMENT GROUP INC | $46.3M | 856K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $44.8M | 827K | ▲+5.1% Added · +40K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $43.8M | 811K | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $43.8M | 810K | ▼−18% Reduced · −174K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $39.6M | 732K | ▲+236% Added · +514K sh | Q1 2026 | |
| 24 | Gotham Asset Management, LLC | $37.1M | 686K | ▲+469% Added · +566K sh | Q1 2026 | |
| 25 | FRONTIER CAPITAL MANAGEMENT CO LLC | $36.3M | 672K | ▲+4.3% Added · +28K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Boyd Steven L | Director | Grant (A) | 646 | $36K |
| Jul 1, 2026 | DAVIES PAMELA LEWIS | Director | Grant (A) | 646 | $36K |
| Jul 1, 2026 | Clark Scott A | Director | Grant (A) | 891 | $50K |
| Jul 1, 2026 | Drew Theresa J | Director | Grant (A) | 646 | $36K |
| Jul 1, 2026 | Guillemot Philippe | Director | Grant (A) | 646 | $36K |
| Jul 1, 2026 | Haley John R | Director | Grant (A) | 2K | $101K |
| Jul 1, 2026 | HILL ROBERT R JR | Director | Grant (A) | 1K | $71K |
| Jul 1, 2026 | Istavridis Eleni | Director | Grant (A) | 646 | $36K |
| Jul 1, 2026 | Kyle Richard G | Director | Grant (A) | 646 | $36K |
| Jun 30, 2026 | Joachimczyk Paul | CFO | Grant (A) | 2K | $0 |
| Jun 30, 2026 | Joachimczyk Paul | CFO | Option exercise (M) | 8K | $0 |
| Jun 30, 2026 | Joachimczyk Paul | CFO | Tax withholding (F) | 3K | $143K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 157 funds | $57.4B |
| NVIDIA CORPNVDA | 156 funds | $81.6B |
| ALPHABET INC-CL AGOOGL | 155 funds | $37.5B |
| APPLE INCAAPL | 153 funds | $70.5B |
| JPMORGAN CHASE & COJPM | 153 funds | $20.4B |
| AMAZON.COM INCAMZN | 152 funds | $44.2B |
| BROADCOM INCAVGO | 152 funds | $28.7B |
| META PLATFORMS INC-CLASS AMETA | 152 funds | $24.7B |
| ELI LILLY & COLLY | 152 funds | $15.2B |
| CHEVRON CORPCVX | 152 funds | $8.4B |
| BANK OF AMERICA CORPBAC | 152 funds | $6.2B |
| COMCAST CORP-CLASS ACMCSA | 152 funds | $3.5B |
Ranked by how many of SON's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.