EAM
SON icon

Evanson Asset Management’s Sonoco SON Stock Holding History

Evanson Asset 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
2026
Q1 		$547K Buy
2,931
+4
+0.1% +$206 0.03% 185
2025
Q4 		$542K Hold
2,927
– – 0.03% 191
2025
Q3 		$549K Hold
2,927
– – 0.03% 189
2025
Q2 		$471K Hold
2,927
– – 0.03% 210
2025
Q1 		$486K Sell
2,927
-270
-8% -$12.8K 0.03% 180
2024
Q4 		$517K Hold
3,197
– – 0.04% 168
2024
Q3 		$509K Sell
3,197
-231
-7% -$12.1K 0.04% 174
2024
Q2 		$472K Sell
3,428
-100
-3% -$5.78K 0.03% 172
2024
Q1 		$505K Buy
3,528
+100
+3% +$5.71K 0.04% 181
2023
Q4 		$447K Buy
3,428
+2
+0.1% +$108 0.04% 189
2023
Q3 		$344K Buy
3,426
+23
+0.7% +$1.3K 0.03% 202
2023
Q2 		$366K Buy
3,403
+1
+0% +$60 0.03% 198
2023
Q1 		$357K Buy
3,402
+2
+0.1% +$119 0.04% 193
2022
Q4 		$373K Sell
3,400
-111
-3% -$6.67K 0.04% 183
2022
Q3 		$300K Buy
3,511
+1
+0% +$61 0.04% 207
2022
Q2 		$315K Buy
3,510
+2
+0.1% +$119 0.03% 205
2022
Q1 		$429K Buy
3,508
+2
+0.1% +$116 0.04% 193
2021
Q4 		$513K Buy
3,506
+1
+0% +$60 0.05% 171
2021
Q3 		$429K Hold
3,505
– – 0.04% 183
2021
Q2 		$428K Hold
3,505
– – 0.04% 181
2021
Q1 		$375K Sell
3,505
-177
-5% -$10.8K 0.06% 193
2020
Q4 		$297K Buy
+3,682
New +$207K 0.05% 207

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Evanson Asset Management's SON Position: Q1 2026 in Review

Evanson Asset Management increased its Sonoco (SON) stake by 0.14% in Q1 2026, buying an estimated $206 and bringing the position to 2,931 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #185.

Evanson Asset Management first reported a position in SON in Q4 2020 and has held it in 22 quarters since. The position peaked at $549K in Q3 2025. 498 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Evanson Asset Management held 2,931 shares of Sonoco worth $547K as of Q1 2026.
  • Evanson Asset Management bought 4 Sonoco shares in Q1 2026, an estimated $206.
  • Sonoco made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #185 holding.
  • Evanson Asset Management first reported a position in Sonoco in Q4 2020 and has held it in 22 quarters since.
  • Evanson Asset Management's Sonoco position peaked at $549K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.