Capital Advisors Ltd’s Sonoco SON Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	25 +17	+213%	+$876	﹤0.01%	1292
2025 Q4	$0	Buy	+8	New	+$331	﹤0.01%	1558
2025 Q1	–	Sell	-22	Closed	-$1K	–	1565
2024 Q4	$1K	Buy	+22	New	+$1.14K	﹤0.01%	1297
2023 Q3	–	Sell	-9	Closed	-$1K	–	1463
2023 Q2	$1K	Sell	9 -4	-31%	-$241	﹤0.01%	1218
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	1111
2022 Q4	$1K	Sell	13 -5	-28%	-$300	﹤0.01%	1087
2022 Q3	$1K	Sell	18 -7	-28%	-$430	﹤0.01%	1118
2022 Q2	$1K	Buy	25 +2	+9%	+$119	﹤0.01%	887
2022 Q1	$1K	Buy	+23	New	+$1.33K	﹤0.01%	798

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