Corient Private Wealth
SON icon

Corient Private Wealth’s Sonoco SON Stock Holding History

Corient 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 		$990K Sell
18,702
-11,108
-37% -$572K ﹤0.01% 1671
2025
Q4 		$1.3M Buy
29,810
+14,475
+94% +$599K ﹤0.01% 1753
2025
Q3 		$661K Sell
15,335
-1,317
-8% -$60.8K ﹤0.01% 1644
2025
Q2 		$718K Buy
16,652
+3,047
+22% +$136K ﹤0.01% 1510
2025
Q1 		$643K Sell
13,605
-378
-3% -$17.9K ﹤0.01% 1477
2024
Q4 		$683K Sell
13,983
-2,736
-16% -$141K ﹤0.01% 1469
2024
Q3 		$913K Buy
16,719
+977
+6% +$51.1K ﹤0.01% 1441
2024
Q2 		$798K Buy
15,742
+8,010
+104% +$463K ﹤0.01% 1417
2024
Q1 		$447K Sell
7,732
-6,007
-44% -$343K ﹤0.01% 1691
2023
Q4 		$768K Sell
13,739
-1,535
-10% -$83.3K ﹤0.01% 1399
2023
Q3 		$830K Buy
15,274
+439
+3% +$24.8K ﹤0.01% 1258
2023
Q2 		$876K Buy
14,835
+25
+0.2% +$1.5K ﹤0.01% 1208
2023
Q1 		$903K Buy
+14,810
New +$878K ﹤0.01% 1126

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