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Capital Analysts LLC’s Sonoco SON Stock Holding History

Capital Analysts LLC’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 		– Sell
-137
Closed -$6K – 1589
2025
Q4 		$6K Buy
137
+1
+0.7% +$41 ﹤0.01% 1328
2025
Q3 		$6K Buy
136
+2
+1% +$92 ﹤0.01% 1287
2025
Q2 		$6K Buy
134
+2
+2% +$89 ﹤0.01% 1232
2025
Q1 		$6K Buy
132
+1
+0.8% +$47 ﹤0.01% 1206
2024
Q4 		$6K Hold
131
– – ﹤0.01% 1143
2024
Q3 		$7K Hold
131
– – ﹤0.01% 1092
2024
Q2 		$7K Buy
+131
New +$7.57K ﹤0.01% 1011
2019
Q1 		– Sell
-15
Closed -$1K – 684
2018
Q4 		$1K Hold
15
– – ﹤0.01% 581
2018
Q3 		$1K Hold
15
– – ﹤0.01% 552
2018
Q2 		$1K Hold
15
– – ﹤0.01% 561
2018
Q1 		$1K Buy
+15
New +$763 ﹤0.01% 550
2016
Q4 		– Sell
-15
Closed -$792 – 391
2016
Q3 		$792 Buy
+15
New +$773 ﹤0.01% 369

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