CT
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Colonial Trust’s Sonoco SON Stock Holding History

Colonial Trust’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 		$54.1K Buy
1,000
+500
+100% +$25.8K 0.01% 520
2025
Q4 		$21.8K Hold
500
– – ﹤0.01% 675
2025
Q3 		$21.5K Hold
500
– – ﹤0.01% 662
2025
Q2 		$21.8K Hold
500
– – ﹤0.01% 664
2025
Q1 		$23.6K Sell
500
-453
-48% -$21.4K ﹤0.01% 663
2024
Q4 		$46.6K Buy
953
+453
+91% +$23.4K 0.01% 594
2024
Q3 		$27.3K Hold
500
– – ﹤0.01% 656
2024
Q2 		$25.4K Sell
500
-43
-8% -$2.48K ﹤0.01% 623
2024
Q1 		$31.4K Buy
543
+43
+9% +$2.45K 0.01% 584
2023
Q4 		$27.9K Hold
500
– – 0.01% 587
2023
Q3 		$27.2K Hold
500
– – 0.01% 571
2023
Q2 		$29.5K Hold
500
– – 0.01% 548
2023
Q1 		$30.5K Hold
500
– – 0.01% 532
2022
Q4 		$30.4K Buy
+500
New +$30K 0.01% 515

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