DBRC
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D.B. Root & Company’s Sonoco SON Stock Holding History

D.B. Root & Company’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 		$754K Sell
13,939
-1,158
-8% -$59.7K 0.18% 84
2025
Q4 		$659K Sell
15,097
-1,429
-9% -$59.2K 0.16% 90
2025
Q3 		$712K Buy
16,526
+1,187
+8% +$54.8K 0.18% 83
2025
Q2 		$668K Sell
15,339
-508
-3% -$22.7K 0.2% 85
2025
Q1 		$749K Sell
15,847
-199
-1% -$9.41K 0.24% 77
2024
Q4 		$784K Buy
16,046
+1,465
+10% +$75.7K 0.25% 76
2024
Q3 		$797K Buy
14,581
+2,103
+17% +$110K 0.26% 73
2024
Q2 		$633K Buy
12,478
+708
+6% +$40.9K 0.22% 86
2024
Q1 		$681K Sell
11,770
-600
-5% -$34.2K 0.23% 95
2023
Q4 		$691K Buy
12,370
+1,390
+13% +$75.4K 0.25% 95
2023
Q3 		$597K Buy
10,980
+1,700
+18% +$96.2K 0.23% 102
2023
Q2 		$548K Hold
9,280
– – 0.21% 106
2023
Q1 		$566K Buy
+9,280
New +$550K 0.22% 102

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