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EP Wealth Advisors’s Sonoco SON Stock Holding History

EP Wealth Advisors’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
Q2 		$203K Sell
3,601
-2,399
-40% -$123K ﹤0.01% 1504
2026
Q1 		$325K Sell
6,000
-685
-10% -$35.3K ﹤0.01% 1111
2025
Q4 		$292K Buy
+6,685
New +$277K ﹤0.01% 1152
2025
Q1 		– Sell
-4,252
Closed -$208K – 1364
2024
Q4 		$208K Sell
4,252
-2,609
-38% -$135K ﹤0.01% 1059
2024
Q3 		$375K Buy
6,861
+2,481
+57% +$130K ﹤0.01% 781
2024
Q2 		$222K Sell
4,380
-192
-4% -$11.1K ﹤0.01% 732
2024
Q1 		$264K Buy
+4,572
New +$261K ﹤0.01% 666

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's SON Position: Q2 2026 in Review

EP Wealth Advisors reduced its Sonoco (SON) stake by 40% in Q2 2026, selling an estimated $123K and leaving 3,601 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

EP Wealth Advisors first reported a position in SON in Q1 2024 and has held it in 7 quarters since. The position peaked at $375K in Q3 2024. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • EP Wealth Advisors held 3,601 shares of Sonoco worth $203K as of Q2 2026.
  • EP Wealth Advisors sold 2,399 Sonoco shares in Q2 2026, an estimated $123K.
  • Sonoco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1504 holding.
  • EP Wealth Advisors first reported a position in Sonoco in Q1 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Sonoco position peaked at $375K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.