Bell Investment Advisors’s Sonoco SON Stock Holding History

Bell Investment 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	$5.08K	Buy	94 +9	+11%	+$464	﹤0.01%	951
2025 Q4	$3.71K	Buy	85 +53	+166%	+$2.19K	﹤0.01%	1101
2025 Q3	$1.38K	Sell	32 -53	-62%	-$2.45K	﹤0.01%	1459
2025 Q2	$3.7K	Buy	85 +12	+16%	+$537	﹤0.01%	1123
2025 Q1	$3.45K	Buy	73 +56	+329%	+$2.65K	﹤0.01%	1087
2024 Q4	$831	Hold	17	–	–	﹤0.01%	1633
2024 Q3	$929	Sell	17 -41	-71%	-$2.15K	﹤0.01%	1614
2024 Q2	$2.94K	Hold	58	–	–	﹤0.01%	1183
2024 Q1	$3.35K	Hold	58	–	–	﹤0.01%	1125
2023 Q4	$3.24K	Buy	58 +38	+190%	+$2.06K	﹤0.01%	1113
2023 Q3	$1.09K	Sell	20 -28	-58%	-$1.58K	﹤0.01%	1539
2023 Q2	$2.83K	Buy	48 +8	+20%	+$482	﹤0.01%	1121
2023 Q1	$2.44K	Buy	40 +31	+344%	+$1.84K	﹤0.01%	1148
2022 Q4	$546	Hold	9	–	–	﹤0.01%	1778
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	1574
2022 Q2	$1K	Buy	+9	New	+$535	﹤0.01%	1601
2021 Q4	–	Sell	-18	Closed	-$1K	–	1934
2021 Q3	$1K	Buy	+18	New	+$1.15K	﹤0.01%	1564

Other funds holding SON

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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