EWA
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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
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 $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