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Arkadios Wealth Advisors’s Sonoco SON Stock Holding History

Arkadios Wealth 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 		$923K Sell
17,060
-572
-3% -$29.5K 0.02% 827
2025
Q4 		$769K Sell
17,632
-5,191
-23% -$215K 0.02% 821
2025
Q3 		$983K Buy
22,823
+645
+3% +$29.8K 0.02% 646
2025
Q2 		$966K Buy
+22,178
New +$992K 0.03% 586
2021
Q3 		– Sell
-116
Closed -$7K – 2050
2021
Q2 		$7K Buy
116
+1
+0.9% +$66 ﹤0.01% 1635
2021
Q1 		$7K Buy
115
+1
+0.9% +$61 ﹤0.01% 1296
2020
Q4 		$6K Hold
114
– – ﹤0.01% 1093
2020
Q3 		$6.32K Buy
114
+1
+0.9% +$53 ﹤0.01% 814
2020
Q2 		$5.92K Buy
113
+1
+0.9% +$50 ﹤0.01% 761
2020
Q1 		$5.2K Sell
112
-17
-13% -$906 ﹤0.01% 776
2019
Q4 		$7.45K Buy
+129
New +$7.63K ﹤0.01% 641

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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