CWM
SON icon

Congress Wealth Management’s Sonoco SON Stock Holding History

Congress Wealth Management’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
2025
Q2 		$668K Buy
15,336
+545
+4% +$24.4K 0.01% 827
2025
Q1 		$699K Buy
14,791
+224
+2% +$10.6K 0.01% 720
2024
Q4 		$712K Buy
14,567
+37
+0.3% +$1.91K 0.01% 571
2024
Q3 		$794K Buy
14,530
+1,000
+7% +$52.3K 0.01% 554
2024
Q2 		$686K Hold
13,530
– – 0.01% 487
2024
Q1 		$783K Buy
13,530
+2,006
+17% +$114K 0.01% 398
2023
Q4 		$644K Buy
11,524
+75
+0.7% +$4.07K 0.01% 434
2023
Q3 		$622K Hold
11,449
– – 0.01% 428
2023
Q2 		$676K Buy
+11,449
New +$689K 0.02% 378

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return