Beverly Hills Private Wealth’s Sonoco SON Stock Holding History

Beverly Hills Private Wealth’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	$234K	Buy	+4,318	New	+$222K	0.04%	304
2025 Q3	–	Sell	-5,102	Closed	-$222K	–	362
2025 Q2	$222K	Sell	5,102 -567	-10%	-$25.4K	0.04%	314
2025 Q1	$268K	Buy	5,669 +224	+4%	+$10.6K	0.05%	289
2024 Q4	$266K	Sell	5,445 -338	-6%	-$17.5K	0.05%	278
2024 Q3	$316K	Sell	5,783 -1,356	-19%	-$70.9K	0.06%	261
2024 Q2	$362K	Sell	7,139 -423	-6%	-$24.4K	0.08%	242
2024 Q1	$437K	Buy	7,562 +979	+15%	+$55.9K	0.1%	218
2023 Q4	$368K	Sell	6,583 -914	-12%	-$49.6K	0.1%	223
2023 Q3	$407K	Sell	7,497 -7,477	-50%	-$423K	0.12%	181
2023 Q2	$863K	Buy	14,974 +8,099	+118%	+$488K	0.14%	156
2023 Q1	$419K	Buy	6,875 +1,224	+22%	+$72.6K	0.13%	172
2022 Q4	$343K	Buy	+5,651	New	+$340K	0.15%	153

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